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Prosperity Consulting Group’s Occidental Petroleum OXY Stock Holding History

Prosperity Consulting 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 		– Sell
-3,102
Closed -$202K – 648
2026
Q1 		$202K Buy
+3,102
New +$156K 0.01% 510
2025
Q2 		– Sell
-4,503
Closed -$222K – 475
2025
Q1 		$222K Sell
4,503
-490
-10% -$23.9K 0.02% 427
2024
Q4 		$247K Sell
4,993
-1,698
-25% -$85.8K 0.02% 420
2024
Q3 		$345K Buy
+6,691
New +$382K 0.03% 357

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

Prosperity Consulting Group's OXY Position: Q2 2026 in Review

Prosperity Consulting Group sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,102 shares — an estimated $202K sold.

Prosperity Consulting Group first reported a position in OXY in Q3 2024 and held it in 4 quarters. The position peaked at $345K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Prosperity Consulting Group reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Prosperity Consulting Group sold 3,102 Occidental Petroleum shares in Q2 2026, an estimated $202K.
  • Prosperity Consulting Group first reported a position in Occidental Petroleum in Q3 2024 and held it in 4 quarters.
  • Prosperity Consulting Group's Occidental Petroleum position peaked at $345K in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.