SAM
OXY icon

Secure Asset Management’s Occidental Petroleum OXY Stock Holding History

Secure Asset 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 		– Sell
-3,277
Closed -$213K – 356
2026
Q1 		$213K Buy
+3,277
New +$165K 0.03% 303
2024
Q2 		– Sell
-3,124
Closed -$203K – 299
2024
Q1 		$203K Sell
3,124
-312
-9% -$18.6K 0.05% 228
2023
Q4 		$205K Buy
3,436
+9
+0.3% +$549 0.06% 222
2023
Q3 		$222K Sell
3,427
-599
-15% -$37.7K 0.07% 193
2023
Q2 		$237K Buy
4,026
+116
+3% +$6.96K 0.07% 171
2023
Q1 		$244K Buy
3,910
+201
+5% +$12.5K 0.08% 163
2022
Q4 		$234K Buy
3,709
+60
+2% +$4.09K 0.08% 172
2022
Q3 		$224K Buy
+3,649
New +$234K 0.13% 128
2020
Q1 		– Sell
-38,666
Closed -$1.59M – 141
2019
Q4 		$1.59M Buy
+38,666
New +$1.55M 1.12% 22

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

Secure Asset Management's OXY Position: Q2 2026 in Review

Secure Asset Management sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,277 shares — an estimated $213K sold.

Secure Asset Management first reported a position in OXY in Q4 2019 and held it in 9 quarters. The position peaked at $1.59M in Q4 2019. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Secure Asset Management reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Secure Asset Management sold 3,277 Occidental Petroleum shares in Q2 2026, an estimated $213K.
  • Secure Asset Management first reported a position in Occidental Petroleum in Q4 2019 and held it in 9 quarters.
  • Secure Asset Management's Occidental Petroleum position peaked at $1.59M in Q4 2019.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.