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Palumbo Wealth Management’s Occidental Petroleum OXY Stock Holding History

Palumbo 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 		$1.16M Sell
23,956
-169
-0.7% -$9.6K 0.24% 69
2026
Q1 		$1.57M Sell
24,125
-1,520
-6% -$76.4K 0.38% 50
2025
Q4 		$1.05M Sell
25,645
-11,529
-31% -$481K 0.26% 74
2025
Q3 		$1.76M Sell
37,174
-842
-2% -$38K 0.56% 40
2025
Q2 		$1.6M Sell
38,016
-103
-0.3% -$4.3K 0.49% 48
2025
Q1 		$1.88M Buy
38,119
+9,710
+34% +$474K 0.63% 44
2024
Q4 		$1.4M Buy
28,409
+2,951
+12% +$149K 0.52% 45
2024
Q3 		$1.31M Buy
25,458
+4,742
+23% +$271K 0.51% 51
2024
Q2 		$1.31M Buy
20,716
+1,261
+6% +$80.9K 0.55% 50
2024
Q1 		$1.26M Buy
19,455
+1,239
+7% +$74K 0.57% 48
2023
Q4 		$1.09M Sell
18,216
-786
-4% -$48K 0.56% 45
2023
Q3 		$1.23M Buy
+19,002
New +$1.2M 0.68% 35

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

Palumbo Wealth Management's OXY Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Occidental Petroleum (OXY) stake by 0.7% in Q2 2026, selling an estimated $9.6K and leaving 23,956 shares worth $1.16M. The position accounts for 0.24% of the portfolio, ranked #69.

Palumbo Wealth Management first reported a position in OXY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.88M in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Palumbo Wealth Management held 23,956 shares of Occidental Petroleum worth $1.16M as of Q2 2026.
  • Palumbo Wealth Management sold 169 Occidental Petroleum shares in Q2 2026, an estimated $9.6K.
  • Occidental Petroleum made up 0.24% of Palumbo Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Palumbo Wealth Management first reported a position in Occidental Petroleum in Q3 2023 and has held it in 12 quarters since.
  • Palumbo Wealth Management's Occidental Petroleum position peaked at $1.88M in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

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