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Rialto Wealth Management’s Occidental Petroleum OXY Stock Holding History

Rialto Wealth Management’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 		$19.2K Sell
395
-171
-30% -$9.71K ﹤0.01% 438
2026
Q1 		$36.8K Buy
566
+304
+116% +$15.3K 0.01% 314
2025
Q4 		$10.8K Sell
262
-12
-4% -$501 ﹤0.01% 438
2025
Q3 		$12.9K Buy
274
+9
+3% +$407 ﹤0.01% 396
2025
Q2 		$11.1K Sell
265
-11
-4% -$460 ﹤0.01% 413
2025
Q1 		$13.6K Buy
276
+44
+19% +$2.15K ﹤0.01% 379
2024
Q4 		$11.5K Buy
+232
New +$11.7K ﹤0.01% 376

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

Rialto Wealth Management's OXY Position: Q2 2026 in Review

Rialto Wealth Management reduced its Occidental Petroleum (OXY) stake by 30% in Q2 2026, selling an estimated $9.71K and leaving 395 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Rialto Wealth Management first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.8K in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Rialto Wealth Management held 395 shares of Occidental Petroleum worth $19.2K as of Q2 2026.
  • Rialto Wealth Management sold 171 Occidental Petroleum shares in Q2 2026, an estimated $9.71K.
  • Occidental Petroleum made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Rialto Wealth Management first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Occidental Petroleum position peaked at $36.8K in Q1 2026.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.