Old North State Wealth Management’s Occidental Petroleum OXY Stock Holding History

Old North State 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	$410K	Sell	8,432 -61	-0.7%	-$3.46K	0.18%	86
2026 Q1	$552K	Buy	8,493 +2,424	+40%	+$122K	0.26%	72
2025 Q4	$250K	Buy	6,069 +1,084	+22%	+$45.2K	0.12%	108
2025 Q3	$236K	Sell	4,985 -176	-3%	-$7.95K	0.11%	113
2025 Q2	$217K	Buy	5,161 +701	+16%	+$29.3K	0.11%	115
2025 Q1	$220K	Buy	+4,460	New	+$218K	0.12%	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 $3.38T AUM 44.17% 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

Old North State Wealth Management's OXY Position: Q2 2026 in Review

Old North State Wealth Management reduced its Occidental Petroleum (OXY) stake by 0.72% in Q2 2026, selling an estimated $3.46K and leaving 8,432 shares worth $410K. The position accounts for 0.18% of the portfolio, ranked #86.

Old North State Wealth Management first reported a position in OXY in Q1 2025 and has held it in 6 quarters since. The position peaked at $552K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Old North State Wealth Management held 8,432 shares of Occidental Petroleum worth $410K as of Q2 2026.
Old North State Wealth Management sold 61 Occidental Petroleum shares in Q2 2026, an estimated $3.46K.
Occidental Petroleum made up 0.18% of Old North State Wealth Management's portfolio in Q2 2026, its #86 holding.
Old North State Wealth Management first reported a position in Occidental Petroleum in Q1 2025 and has held it in 6 quarters since.
Old North State Wealth Management's Occidental Petroleum position peaked at $552K in Q1 2026.
1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.