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Private Wealth Asset Management’s Occidental Petroleum OXY Stock Holding History

Private Wealth Asset Management’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 		$42.2K Sell
868
-150
-15% -$8.52K ﹤0.01% 455
2026
Q1 		$66.2K Hold
1,018
– – 0.01% 389
2025
Q4 		$41.9K Buy
1,018
+150
+17% +$6.26K ﹤0.01% 450
2025
Q3 		$41K Hold
868
– – ﹤0.01% 428
2025
Q2 		$36.5K Sell
868
-62
-7% -$2.59K ﹤0.01% 439
2025
Q1 		$45.9K Buy
+930
New +$45.4K 0.01% 405

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

Private Wealth Asset Management's OXY Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Occidental Petroleum (OXY) stake by 15% in Q2 2026, selling an estimated $8.52K and leaving 868 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Private Wealth Asset Management first reported a position in OXY in Q1 2025 and has held it in 6 quarters since. The position peaked at $66.2K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Private Wealth Asset Management held 868 shares of Occidental Petroleum worth $42.2K as of Q2 2026.
  • Private Wealth Asset Management sold 150 Occidental Petroleum shares in Q2 2026, an estimated $8.52K.
  • Occidental Petroleum made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #455 holding.
  • Private Wealth Asset Management first reported a position in Occidental Petroleum in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Occidental Petroleum position peaked at $66.2K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.