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SHP Wealth Management’s Occidental Petroleum OXY Stock Holding History

SHP 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 		$18.5K Buy
381
+15
+4% +$852 ﹤0.01% 807
2026
Q1 		$23.8K Buy
366
+13
+4% +$654 ﹤0.01% 681
2025
Q4 		$14.5K Buy
+353
New +$14.7K ﹤0.01% 744

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Occidental Petroleum (OXY) stake by 4.1% in Q2 2026, buying an estimated $852 and bringing the position to 381 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

SHP Wealth Management first reported a position in OXY in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.8K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • SHP Wealth Management held 381 shares of Occidental Petroleum worth $18.5K as of Q2 2026.
  • SHP Wealth Management bought 15 Occidental Petroleum shares in Q2 2026, an estimated $852.
  • Occidental Petroleum made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #807 holding.
  • SHP Wealth Management first reported a position in Occidental Petroleum in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Occidental Petroleum position peaked at $23.8K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

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