Moran Wealth Management
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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
Q3 		$3.41M Buy
61,593
+4,680
+8% +$267K 0.09% 253
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Danske Bank
Danske Bank Copenhagen K, Denmark $50.1B AUM 35.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Moran Wealth Management's OXY Position: Q3 2026 in Review

Moran Wealth Management increased its Occidental Petroleum (OXY) stake by 8.2% in Q3 2026, buying an estimated $267K and bringing the position to 61,593 shares worth $3.41M. The position accounts for 0.09% of the portfolio, ranked #253.

Moran Wealth Management first reported a position in OXY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.71M in Q1 2026. 872 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Moran Wealth Management held 61,593 shares of Occidental Petroleum worth $3.41M as of Q3 2026.
  • Moran Wealth Management bought 4,680 Occidental Petroleum shares in Q3 2026, an estimated $267K.
  • Occidental Petroleum made up 0.09% of Moran Wealth Management's portfolio in Q3 2026, its #253 holding.
  • Moran Wealth Management first reported a position in Occidental Petroleum in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Occidental Petroleum position peaked at $3.71M in Q1 2026.
  • 872 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.