Outlook Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Outlook 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	-3,229	Closed	-$210K	–	322
2026 Q1	$210K	Buy	+3,229	New	+$162K	0.05%	303
2024 Q3	–	Sell	-4,355	Closed	-$274K	–	268
2024 Q2	$274K	Hold	4,355	–	–	0.09%	231
2024 Q1	$283K	Hold	4,355	–	–	0.09%	217
2023 Q4	$260K	Hold	4,355	–	–	0.09%	184
2023 Q3	$283K	Sell	4,355 -191	-4%	-$12K	0.11%	167
2023 Q2	$267K	Buy	4,546 +615	+16%	+$36.9K	0.1%	171
2023 Q1	$245K	Hold	3,931	–	–	0.11%	167
2022 Q4	$248K	Hold	3,931	–	–	0.12%	152
2022 Q3	$241K	Hold	3,931	–	–	0.11%	164
2022 Q2	$231K	Hold	3,931	–	–	0.09%	173
2022 Q1	$223K	Buy	+3,931	New	+$174K	0.07%	190
2019 Q4	–	Sell	-7,856	Closed	-$349K	–	157
2019 Q3	$349K	Sell	7,856 -3,516	-31%	-$166K	0.21%	113
2019 Q2	$572K	Buy	11,372 +1,379	+14%	+$77.6K	0.38%	67
2019 Q1	$662K	Sell	9,993 -9,667	-49%	-$637K	0.55%	48
2018 Q4	$1.21M	Buy	+19,660	New	+$1.38M	0.55%	44

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

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

Outlook Wealth Advisors sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,229 shares — an estimated $210K sold.

Outlook Wealth Advisors first reported a position in OXY in Q4 2018 and held it in 15 quarters. The position peaked at $1.21M in Q4 2018. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Outlook Wealth Advisors reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
Outlook Wealth Advisors sold 3,229 Occidental Petroleum shares in Q2 2026, an estimated $210K.
Outlook Wealth Advisors first reported a position in Occidental Petroleum in Q4 2018 and held it in 15 quarters.
Outlook Wealth Advisors's Occidental Petroleum position peaked at $1.21M in Q4 2018.
1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.