PPW
OXY icon

PACK Private Wealth’s Occidental Petroleum OXY Stock Holding History

PACK Private Wealth’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
-3,990
Closed -$259K – 62
2026
Q1 		$259K Buy
+3,990
New +$201K 0.12% 46
2024
Q4 		– Sell
-3,990
Closed -$206K – 41
2024
Q3 		$206K Hold
3,990
– – 0.12% 40
2024
Q2 		$251K Hold
3,990
– – 0.16% 34
2024
Q1 		$259K Hold
3,990
– – 0.16% 35
2023
Q4 		$238K Buy
+3,990
New +$243K 0.16% 34

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

PACK Private Wealth's OXY Position: Q2 2026 in Review

PACK Private Wealth sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,990 shares — an estimated $259K sold.

PACK Private Wealth first reported a position in OXY in Q4 2023 and held it in 5 quarters. The position peaked at $259K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • PACK Private Wealth reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • PACK Private Wealth sold 3,990 Occidental Petroleum shares in Q2 2026, an estimated $259K.
  • PACK Private Wealth first reported a position in Occidental Petroleum in Q4 2023 and held it in 5 quarters.
  • PACK Private Wealth's Occidental Petroleum position peaked at $259K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on PACK Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.