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Portside Wealth Group’s Occidental Petroleum OXY Stock Holding History

Portside Wealth 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 		$1.31M Sell
26,920
-6,356
-19% -$361K 0.15% 152
2026
Q1 		$2.16M Buy
33,276
+1,631
+5% +$82K 0.29% 80
2025
Q4 		$1.3M Buy
31,645
+444
+1% +$18.5K 0.18% 133
2025
Q3 		$1.47M Buy
31,201
+2,345
+8% +$106K 0.2% 113
2025
Q2 		$1.21M Buy
28,856
+8,484
+42% +$355K 0.18% 125
2025
Q1 		$1.01M Buy
20,372
+4,088
+25% +$200K 0.16% 140
2024
Q4 		$805K Sell
16,284
-154
-0.9% -$7.78K 0.13% 169
2024
Q3 		$847K Buy
16,438
+2,794
+20% +$159K 0.14% 160
2024
Q2 		$860K Sell
13,644
-750
-5% -$48.1K 0.16% 140
2024
Q1 		$935K Buy
14,394
+3,918
+37% +$234K 0.17% 136
2023
Q4 		$626K Buy
+10,476
New +$639K 0.12% 183

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

Portside Wealth Group's OXY Position: Q2 2026 in Review

Portside Wealth Group reduced its Occidental Petroleum (OXY) stake by 19% in Q2 2026, selling an estimated $361K and leaving 26,920 shares worth $1.31M. The position accounts for 0.15% of the portfolio, ranked #152.

Portside Wealth Group first reported a position in OXY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.16M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Portside Wealth Group held 26,920 shares of Occidental Petroleum worth $1.31M as of Q2 2026.
  • Portside Wealth Group sold 6,356 Occidental Petroleum shares in Q2 2026, an estimated $361K.
  • Occidental Petroleum made up 0.15% of Portside Wealth Group's portfolio in Q2 2026, its #152 holding.
  • Portside Wealth Group first reported a position in Occidental Petroleum in Q4 2023 and has held it in 11 quarters since.
  • Portside Wealth Group's Occidental Petroleum position peaked at $2.16M in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.