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Moran Wealth Management’s Occidental Petroleum OXY Stock Holding History

Moran Wealth Management’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.76M Sell
56,913
-180
-0.3% -$10.2K 0.08% 279
2026
Q1 		$3.71M Buy
57,093
+17,786
+45% +$894K 0.11% 232
2025
Q4 		$1.62M Buy
39,307
+14,424
+58% +$602K 0.05% 307
2025
Q3 		$1.18M Buy
24,883
+1,698
+7% +$76.7K 0.04% 330
2025
Q2 		$974K Buy
23,185
+1,106
+5% +$46.2K 0.03% 330
2025
Q1 		$1.09M Buy
22,079
+2,035
+10% +$99.4K 0.04% 303
2024
Q4 		$990K Sell
20,044
-2,018
-9% -$102K 0.03% 296
2024
Q3 		$1.14M Sell
22,062
-1,382
-6% -$78.9K 0.04% 295
2024
Q2 		$1.48M Buy
23,444
+1,252
+6% +$80.3K 0.05% 262
2024
Q1 		$1.44M Sell
22,192
-2,321
-9% -$139K 0.05% 273
2023
Q4 		$1.46M Buy
24,513
+4,097
+20% +$250K 0.05% 272
2023
Q3 		$1.32M Buy
20,416
+7,507
+58% +$472K 0.05% 240
2023
Q2 		$759K Buy
+12,909
New +$774K 0.03% 267
2023
Q1 		– Sell
-4,669
Closed -$294K – 368
2022
Q4 		$294K Buy
+4,669
New +$318K 0.01% 322

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Moran Wealth Management's OXY Position: Q2 2026 in Review

Moran Wealth Management reduced its Occidental Petroleum (OXY) stake by 0.32% in Q2 2026, selling an estimated $10.2K and leaving 56,913 shares worth $2.76M. The position accounts for 0.08% of the portfolio, ranked #279.

Moran Wealth Management first reported a position in OXY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.71M in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Moran Wealth Management held 56,913 shares of Occidental Petroleum worth $2.76M as of Q2 2026.
  • Moran Wealth Management sold 180 Occidental Petroleum shares in Q2 2026, an estimated $10.2K.
  • Occidental Petroleum made up 0.08% of Moran Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Moran Wealth Management first reported a position in Occidental Petroleum in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Occidental Petroleum position peaked at $3.71M in Q1 2026.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.