Pinnacle Wealth Management Advisory Group’s Occidental Petroleum OXY Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$512K	Buy	10,537 +1,209	+13%	+$68.7K	0.03%	282
2026 Q1	$606K	Buy	9,328 +1,503	+19%	+$75.6K	0.04%	236
2025 Q4	$322K	Buy	7,825 +609	+8%	+$25.4K	0.02%	380
2025 Q3	$341K	Buy	7,216 +28	+0.4%	+$1.26K	0.03%	287
2025 Q2	$302K	Buy	7,188 +61	+0.9%	+$2.55K	0.03%	293
2025 Q1	$352K	Sell	7,127 -108	-1%	-$5.27K	0.03%	259
2024 Q4	$357K	Sell	7,235 -677	-9%	-$34.2K	0.03%	258
2024 Q3	$408K	Sell	7,912 -934	-11%	-$53.3K	0.04%	228
2024 Q2	$558K	Buy	8,846 +863	+11%	+$55.3K	0.06%	177
2024 Q1	$519K	Buy	7,983 +35	+0.4%	+$2.09K	0.06%	186
2023 Q4	$475K	Buy	+7,948	New	+$485K	0.06%	190
2023 Q2	–	Sell	-3,386	Closed	-$211K	–	342
2023 Q1	$211K	Buy	3,386 +161	+5%	+$10K	0.03%	290
2022 Q4	$203K	Buy	+3,225	New	+$220K	0.03%	278

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

Pinnacle Wealth Management Advisory Group's OXY Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Occidental Petroleum (OXY) stake by 13% in Q2 2026, buying an estimated $68.7K and bringing the position to 10,537 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #282.

Pinnacle Wealth Management Advisory Group first reported a position in OXY in Q4 2022 and has held it in 13 quarters since. The position peaked at $606K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 10,537 shares of Occidental Petroleum worth $512K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 1,209 Occidental Petroleum shares in Q2 2026, an estimated $68.7K.
Occidental Petroleum made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #282 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Occidental Petroleum in Q4 2022 and has held it in 13 quarters since.
Pinnacle Wealth Management Advisory Group's Occidental Petroleum position peaked at $606K in Q1 2026.
1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.