Philip James Wealth Mangement’s Occidental Petroleum OXY Stock Holding History

Philip James Wealth Mangement’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	$20.4M	Sell	419,153 -4,153	-1%	-$236K	2.29%	11
2026 Q1	$27.5M	Buy	423,306 +7,813	+2%	+$393K	3.16%	5
2025 Q4	$17.1M	Buy	415,493 +49,076	+13%	+$2.05M	1.98%	9
2025 Q3	$17.3M	Buy	366,417 +1,594	+0.4%	+$72K	2.02%	6
2025 Q2	$15.3M	Sell	364,823 -11,796	-3%	-$493K	1.95%	7
2025 Q1	$18.6M	Sell	376,619 -21,792	-5%	-$1.06M	2.26%	5
2024 Q4	$19.7M	Buy	398,411 +264,975	+199%	+$13.4M	2.54%	5
2024 Q3	$6.88M	Buy	+133,436	New	+$7.61M	0.84%	27

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 $3.37T AUM 44.26% 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

Philip James Wealth Mangement's OXY Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Occidental Petroleum (OXY) stake by 0.98% in Q2 2026, selling an estimated $236K and leaving 419,153 shares worth $20.4M. The position accounts for 2.29% of the portfolio, ranked #11.

Philip James Wealth Mangement first reported a position in OXY in Q3 2024 and has held it in 8 quarters since. The position peaked at $27.5M in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Philip James Wealth Mangement held 419,153 shares of Occidental Petroleum worth $20.4M as of Q2 2026.
Philip James Wealth Mangement sold 4,153 Occidental Petroleum shares in Q2 2026, an estimated $236K.
Occidental Petroleum made up 2.29% of Philip James Wealth Mangement's portfolio in Q2 2026, its #11 holding.
Philip James Wealth Mangement first reported a position in Occidental Petroleum in Q3 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's Occidental Petroleum position peaked at $27.5M in Q1 2026.
1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.