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Private Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Private Wealth Partners’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 		$1.68M Buy
34,590
+320
+0.9% +$18.2K 0.12% 79
2026
Q1 		$2.23M Sell
34,270
-5,215
-13% -$262K 0.17% 66
2025
Q4 		$1.62M Sell
39,485
-1,900
-5% -$79.3K 0.12% 80
2025
Q3 		$1.96M Buy
41,385
+9,495
+30% +$429K 0.14% 67
2025
Q2 		$1.34M Sell
31,890
-23,310
-42% -$974K 0.1% 82
2025
Q1 		$2.72M Sell
55,200
-15,900
-22% -$776K 0.23% 62
2024
Q4 		$3.51M Buy
71,100
+19,585
+38% +$989K 0.27% 54
2024
Q3 		$2.66M Buy
51,515
+7,350
+17% +$419K 0.21% 57
2024
Q2 		$2.78M Buy
44,165
+11,055
+33% +$709K 0.21% 55
2024
Q1 		$2.15M Buy
33,110
+6,225
+23% +$372K 0.17% 58
2023
Q4 		$1.61M Buy
26,885
+10,450
+64% +$638K 0.14% 67
2023
Q3 		$1.07M Buy
16,435
+2,435
+17% +$153K 0.1% 74
2023
Q2 		$823K Buy
14,000
+2,825
+25% +$169K 0.08% 91
2023
Q1 		$698K Buy
+11,175
New +$694K 0.07% 101

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 Partners's OXY Position: Q2 2026 in Review

Private Wealth Partners increased its Occidental Petroleum (OXY) stake by 0.93% in Q2 2026, buying an estimated $18.2K and bringing the position to 34,590 shares worth $1.68M. The position accounts for 0.12% of the portfolio, ranked #79.

Private Wealth Partners first reported a position in OXY in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.51M in Q4 2024. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Private Wealth Partners held 34,590 shares of Occidental Petroleum worth $1.68M as of Q2 2026.
  • Private Wealth Partners bought 320 Occidental Petroleum shares in Q2 2026, an estimated $18.2K.
  • Occidental Petroleum made up 0.12% of Private Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • Private Wealth Partners first reported a position in Occidental Petroleum in Q1 2023 and has held it in 14 quarters since.
  • Private Wealth Partners's Occidental Petroleum position peaked at $3.51M in Q4 2024.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.