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

Private Wealth Management 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 		$13.6K Hold
280
– – ﹤0.01% 495
2026
Q1 		$18.2K Hold
280
– – ﹤0.01% 362
2025
Q4 		$11.5K Hold
280
– – ﹤0.01% 471
2025
Q3 		$13.2K Hold
280
– – ﹤0.01% 440
2025
Q2 		$11.8K Hold
280
– – ﹤0.01% 439
2025
Q1 		$13.8K Hold
280
– – 0.01% 381
2024
Q4 		$13.8K Hold
280
– – 0.01% 389
2024
Q3 		$14.4K Sell
280
-6
-2% -$342 0.01% 361
2024
Q2 		$18K Hold
286
– – 0.01% 295
2024
Q1 		$18.6K Sell
286
-1
-0.3% -$60 0.01% 287
2023
Q4 		$17.1K Buy
+287
New +$17.5K 0.01% 288

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 Management Group's OXY Position: Q2 2026 in Review

Private Wealth Management Group held its Occidental Petroleum (OXY) position steady in Q2 2026 at 280 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Private Wealth Management Group first reported a position in OXY in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.6K in Q1 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Private Wealth Management Group held 280 shares of Occidental Petroleum worth $13.6K as of Q2 2026.
  • Private Wealth Management Group left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #495 holding.
  • Private Wealth Management Group first reported a position in Occidental Petroleum in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Occidental Petroleum position peaked at $18.6K in Q1 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.