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NewEdge Wealth’s Occidental Petroleum OXY Stock Holding History

NewEdge Wealth’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 		$234K Buy
4,824
+1,168
+32% +$66.3K ﹤0.01% 1128
2026
Q1 		$238K Sell
3,656
-4,280
-54% -$215K ﹤0.01% 1032
2025
Q4 		$326K Buy
+7,936
New +$331K ﹤0.01% 993
2024
Q2 		– Sell
-4,270
Closed -$276K – 808
2024
Q1 		$276K Buy
+4,270
New +$255K 0.01% 683

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

NewEdge Wealth's OXY Position: Q2 2026 in Review

NewEdge Wealth increased its Occidental Petroleum (OXY) stake by 32% in Q2 2026, buying an estimated $66.3K and bringing the position to 4,824 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

NewEdge Wealth first reported a position in OXY in Q1 2024 and has held it in 4 quarters since. The position peaked at $326K in Q4 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • NewEdge Wealth held 4,824 shares of Occidental Petroleum worth $234K as of Q2 2026.
  • NewEdge Wealth bought 1,168 Occidental Petroleum shares in Q2 2026, an estimated $66.3K.
  • Occidental Petroleum made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1128 holding.
  • NewEdge Wealth first reported a position in Occidental Petroleum in Q1 2024 and has held it in 4 quarters since.
  • NewEdge Wealth's Occidental Petroleum position peaked at $326K in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.