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Principia Wealth Advisory’s Occidental Petroleum OXY Stock Holding History

Principia Wealth Advisory’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 		$2.23K Buy
46
+8
+21% +$454 ﹤0.01% 560
2026
Q1 		$2.47K Sell
38
-28
-42% -$1.41K ﹤0.01% 457
2025
Q4 		$2.71K Sell
66
-12
-15% -$501 ﹤0.01% 376
2025
Q3 		$3.69K Buy
78
+24
+44% +$1.08K ﹤0.01% 323
2025
Q2 		$2.27K Buy
54
+32
+145% +$1.34K ﹤0.01% 358
2025
Q1 		$885 Sell
22
-4
-15% -$195 ﹤0.01% 425
2024
Q4 		$1.28K Buy
+26
New +$1.31K ﹤0.01% 315

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

Principia Wealth Advisory's OXY Position: Q2 2026 in Review

Principia Wealth Advisory increased its Occidental Petroleum (OXY) stake by 21% in Q2 2026, buying an estimated $454 and bringing the position to 46 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Principia Wealth Advisory first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.69K in Q3 2025. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Principia Wealth Advisory held 46 shares of Occidental Petroleum worth $2.23K as of Q2 2026.
  • Principia Wealth Advisory bought 8 Occidental Petroleum shares in Q2 2026, an estimated $454.
  • Occidental Petroleum made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #560 holding.
  • Principia Wealth Advisory first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Occidental Petroleum position peaked at $3.69K in Q3 2025.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.