Ritholtz Wealth Management’s Occidental Petroleum OXY Stock Holding History

Ritholtz 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	$220K	Buy	+4,537	New	+$258K	﹤0.01%	1196
2024 Q3	–	Sell	-7,241	Closed	-$456K	–	901
2024 Q2	$456K	Sell	7,241 -1,757	-20%	-$113K	0.02%	555
2024 Q1	$585K	Sell	8,998 -919	-9%	-$54.9K	0.02%	490
2023 Q4	$592K	Sell	9,917 -1,339	-12%	-$81.7K	0.02%	451
2023 Q3	$730K	Buy	11,256 +1,619	+17%	+$102K	0.03%	364
2023 Q2	$567K	Buy	+9,637	New	+$578K	0.03%	405
2022 Q4	–	Sell	-9,457	Closed	-$581K	–	697
2022 Q3	$581K	Buy	+9,457	New	+$605K	0.03%	361

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Ritholtz Wealth Management opened a new position in Occidental Petroleum (OXY) in Q2 2026: 4,537 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1196 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in OXY as recently as Q2 2024.

Ritholtz Wealth Management first reported a position in OXY in Q3 2022 and has held it in 7 quarters since. The position peaked at $730K in Q3 2023. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Ritholtz Wealth Management held 4,537 shares of Occidental Petroleum worth $220K as of Q2 2026.
Occidental Petroleum was a new Ritholtz Wealth Management position in Q2 2026.
Occidental Petroleum made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1196 holding.
Ritholtz Wealth Management first reported a position in Occidental Petroleum in Q3 2022 and has held it in 7 quarters since.
Ritholtz Wealth Management's Occidental Petroleum position peaked at $730K in Q3 2023.
1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

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