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Sagespring Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Sagespring Wealth Partners’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 		$605K Sell
12,457
-24
-0.2% -$1.36K 0.01% 474
2026
Q1 		$811K Buy
12,481
+2,084
+20% +$105K 0.01% 376
2025
Q4 		$428K Sell
10,397
-3,011
-22% -$126K 0.01% 519
2025
Q3 		$634K Buy
13,408
+113
+0.8% +$5.11K 0.01% 408
2025
Q2 		$559K Buy
13,295
+2,540
+24% +$106K 0.01% 410
2025
Q1 		$531K Buy
10,755
+1,962
+22% +$95.8K 0.01% 372
2024
Q4 		$434K Buy
+8,793
New +$444K 0.01% 381

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

Sagespring Wealth Partners's OXY Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Occidental Petroleum (OXY) stake by 0.19% in Q2 2026, selling an estimated $1.36K and leaving 12,457 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #474.

Sagespring Wealth Partners first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $811K in Q1 2026. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Sagespring Wealth Partners held 12,457 shares of Occidental Petroleum worth $605K as of Q2 2026.
  • Sagespring Wealth Partners sold 24 Occidental Petroleum shares in Q2 2026, an estimated $1.36K.
  • Occidental Petroleum made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #474 holding.
  • Sagespring Wealth Partners first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Occidental Petroleum position peaked at $811K in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.