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Navigoe Wealth Management’s Occidental Petroleum OXY Stock Holding History

Navigoe 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 		$1K Buy
+23
New +$1.31K ﹤0.01% 341
2025
Q3 		– Sell
-31
Closed -$1K – 275
2025
Q2 		$1K Hold
31
– – ﹤0.01% 157
2025
Q1 		$1K Hold
31
– – ﹤0.01% 153
2024
Q4 		$1K Buy
+31
New +$1.57K ﹤0.01% 153

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 $3.38T AUM 44.17% 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

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

Navigoe Wealth Management opened a new position in Occidental Petroleum (OXY) in Q2 2026: 23 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in OXY as recently as Q2 2025.

Navigoe Wealth Management first reported a position in OXY in Q4 2024 and has held it in 4 quarters since. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Navigoe Wealth Management held 23 shares of Occidental Petroleum worth $1K as of Q2 2026.
  • Occidental Petroleum was a new Navigoe Wealth Management position in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #341 holding.
  • Navigoe Wealth Management first reported a position in Occidental Petroleum in Q4 2024 and has held it in 4 quarters since.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.