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QTR Family Wealth’s Occidental Petroleum OXY Stock Holding History

QTR Family Wealth’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 		$225K Buy
+4,626
New +$263K 0.08% 294

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BlackRock
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Vanguard Capital Management
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State Street
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Vanguard Portfolio Management
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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

QTR Family Wealth's OXY Position: Q2 2026 in Review

QTR Family Wealth opened a new position in Occidental Petroleum (OXY) in Q2 2026: 4,626 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #294 among its holdings.

1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • QTR Family Wealth held 4,626 shares of Occidental Petroleum worth $225K as of Q2 2026.
  • Occidental Petroleum was a new QTR Family Wealth position in Q2 2026.
  • Occidental Petroleum made up 0.08% of QTR Family Wealth's portfolio in Q2 2026, its #294 holding.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.