PWS
OXY icon

Proactive Wealth Strategies’s Occidental Petroleum OXY Stock Holding History

Proactive Wealth Strategies’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 		– Sell
-3,912
Closed -$254K – 224
2026
Q1 		$254K Buy
+3,912
New +$197K 0.05% 187

Other funds holding OXY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Proactive Wealth Strategies's OXY Position: Q2 2026 in Review

Proactive Wealth Strategies sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,912 shares — an estimated $254K sold.

Proactive Wealth Strategies first reported a position in OXY in Q1 2026 and held it in 1 quarter. The position peaked at $254K in Q1 2026. 731 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Proactive Wealth Strategies reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Proactive Wealth Strategies sold 3,912 Occidental Petroleum shares in Q2 2026, an estimated $254K.
  • Proactive Wealth Strategies first reported a position in Occidental Petroleum in Q1 2026 and held it in 1 quarter.
  • Proactive Wealth Strategies's Occidental Petroleum position peaked at $254K in Q1 2026.
  • 731 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.