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Opal Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Opal Wealth Advisors’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
-5,948
Closed -$387K – 466
2026
Q1 		$387K Buy
+5,948
New +$299K 0.09% 122
2025
Q3 		– Sell
-3,518
Closed -$148K – 442
2025
Q2 		$148K Buy
3,518
+623
+22% +$26K 0.04% 225
2025
Q1 		$143K Buy
+2,895
New +$141K 0.04% 222
2024
Q3 		– Sell
-1,394
Closed -$87.9K – 884
2024
Q2 		$87.9K Buy
+1,394
New +$89.4K 0.03% 291

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

Opal Wealth Advisors's OXY Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 5,948 shares — an estimated $387K sold.

Opal Wealth Advisors first reported a position in OXY in Q2 2024 and held it in 4 quarters. The position peaked at $387K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 5,948 Occidental Petroleum shares in Q2 2026, an estimated $387K.
  • Opal Wealth Advisors first reported a position in Occidental Petroleum in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Occidental Petroleum position peaked at $387K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.