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Next Level Wealth Planning’s Occidental Petroleum OXY Stock Holding History

Next Level Wealth Planning’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 		$525K Hold
10,812
– – 0.23% 35
2026
Q1 		$703K Hold
10,812
– – 0.36% 25
2025
Q4 		$445K Hold
10,812
– – 0.24% 34
2025
Q3 		$511K Hold
10,812
– – 0.29% 30
2025
Q2 		$454K Sell
10,812
-100
-0.9% -$4.18K 0.29% 27
2025
Q1 		$539K Hold
10,912
– – 0.41% 20
2024
Q4 		$539K Buy
+10,912
New +$551K 0.42% 18

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

Next Level Wealth Planning's OXY Position: Q2 2026 in Review

Next Level Wealth Planning held its Occidental Petroleum (OXY) position steady in Q2 2026 at 10,812 shares worth $525K. The position accounts for 0.23% of the portfolio, ranked #35.

Next Level Wealth Planning first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $703K in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Next Level Wealth Planning held 10,812 shares of Occidental Petroleum worth $525K as of Q2 2026.
  • Next Level Wealth Planning left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up 0.23% of Next Level Wealth Planning's portfolio in Q2 2026, its #35 holding.
  • Next Level Wealth Planning first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Next Level Wealth Planning's Occidental Petroleum position peaked at $703K in Q1 2026.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.