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Pinnacle Wealth Planning Services’s Occidental Petroleum OXY Stock Holding History

Pinnacle Wealth Planning Services’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 		$172K Sell
3,548
-50
-1% -$2.84K 0.02% 587
2026
Q1 		$234K Sell
3,598
-162
-4% -$8.15K 0.02% 425
2025
Q4 		$155K Sell
3,760
-1,482
-28% -$61.8K 0.02% 574
2025
Q3 		$248K Sell
5,242
-746
-12% -$33.7K 0.03% 380
2025
Q2 		$252K Buy
5,988
+1,560
+35% +$65.2K 0.03% 347
2025
Q1 		$219K Buy
+4,428
New +$216K 0.03% 338
2024
Q4 		– Sell
-5,736
Closed -$296K – 518
2024
Q3 		$296K Buy
5,736
+722
+14% +$41.2K 0.04% 311
2024
Q2 		$316K Sell
5,014
-46
-0.9% -$2.95K 0.05% 277
2024
Q1 		$329K Buy
5,060
+4
+0.1% +$239 0.05% 276
2023
Q4 		$302K Sell
5,056
-35
-0.7% -$2.14K 0.05% 269
2023
Q3 		$330K Sell
5,091
-8
-0.2% -$503 0.05% 235
2023
Q2 		$300K Buy
5,099
+97
+2% +$5.82K 0.05% 259
2023
Q1 		$312K Buy
5,002
+104
+2% +$6.46K 0.05% 261
2022
Q4 		$309K Buy
4,898
+261
+6% +$17.8K 0.05% 259
2022
Q3 		$285K Buy
4,637
+50
+1% +$3.2K 0.05% 252
2022
Q2 		$270K Buy
4,587
+233
+5% +$14.3K 0.05% 268
2022
Q1 		$247K Buy
+4,354
New +$193K 0.05% 320
2021
Q1 		– Sell
-3,867
Closed -$67K – 1466
2020
Q4 		$67K Buy
+3,867
New +$53K 0.02% 656

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

Pinnacle Wealth Planning Services's OXY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Occidental Petroleum (OXY) stake by 1.4% in Q2 2026, selling an estimated $2.84K and leaving 3,548 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #587.

Pinnacle Wealth Planning Services first reported a position in OXY in Q4 2020 and has held it in 18 quarters since. The position peaked at $330K in Q3 2023. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,548 shares of Occidental Petroleum worth $172K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 50 Occidental Petroleum shares in Q2 2026, an estimated $2.84K.
  • Occidental Petroleum made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #587 holding.
  • Pinnacle Wealth Planning Services first reported a position in Occidental Petroleum in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's Occidental Petroleum position peaked at $330K in Q3 2023.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.