Private Wealth Partners
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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
Q3 		$1.8M Sell
32,590
-2,000
-6% -$114K 0.12% 74
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Danske Bank
Danske Bank Copenhagen K, Denmark $50.1B AUM 35.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Private Wealth Partners's OXY Position: Q3 2026 in Review

Private Wealth Partners reduced its Occidental Petroleum (OXY) stake by 5.8% in Q3 2026, selling an estimated $114K and leaving 32,590 shares worth $1.8M. The position accounts for 0.12% of the portfolio, ranked #74.

Private Wealth Partners first reported a position in OXY in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.51M in Q4 2024. 803 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Private Wealth Partners held 32,590 shares of Occidental Petroleum worth $1.8M as of Q3 2026.
  • Private Wealth Partners sold 2,000 Occidental Petroleum shares in Q3 2026, an estimated $114K.
  • Occidental Petroleum made up 0.12% of Private Wealth Partners's portfolio in Q3 2026, its #74 holding.
  • Private Wealth Partners first reported a position in Occidental Petroleum in Q1 2023 and has held it in 15 quarters since.
  • Private Wealth Partners's Occidental Petroleum position peaked at $3.51M in Q4 2024.
  • 803 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.