Obermeyer Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Obermeyer Wealth Partners’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	–	Sell	-6,503	Closed	-$423K	–	314
2026 Q1	$423K	Buy	+6,503	New	+$327K	0.02%	190
2024 Q4	–	Sell	-6,940	Closed	-$358K	–	267
2024 Q3	$358K	Hold	6,940	–	–	0.02%	185
2024 Q2	$437K	Hold	6,940	–	–	0.03%	157
2024 Q1	$451K	Buy	6,940 +829	+14%	+$49.5K	0.03%	149
2023 Q4	$365K	Buy	6,111 +504	+9%	+$30.8K	0.02%	147
2023 Q3	$364K	Buy	+5,607	New	+$353K	0.03%	134
2023 Q1	–	Sell	-5,607	Closed	-$353K	–	231
2022 Q4	$353K	Buy	+5,607	New	+$382K	0.03%	141
2018 Q4	–	Sell	-2,512	Closed	-$206K	–	119
2018 Q3	$206K	Buy	2,512 +118	+5%	+$9.54K	0.02%	117
2018 Q2	$200K	Buy	+2,394	New	+$191K	0.02%	114
2013 Q3	–	Sell	-709	Closed	-$61K	–	211
2013 Q2	$61K	Buy	+709	New	+$59.9K	0.02%	109

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Obermeyer Wealth Partners's OXY Position: Q2 2026 in Review

Obermeyer Wealth Partners sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 6,503 shares — an estimated $423K sold.

Obermeyer Wealth Partners first reported a position in OXY in Q2 2013 and held it in 10 quarters. The position peaked at $451K in Q1 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Obermeyer Wealth Partners reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
Obermeyer Wealth Partners sold 6,503 Occidental Petroleum shares in Q2 2026, an estimated $423K.
Obermeyer Wealth Partners first reported a position in Occidental Petroleum in Q2 2013 and held it in 10 quarters.
Obermeyer Wealth Partners's Occidental Petroleum position peaked at $451K in Q1 2024.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.