Simplicity Wealth’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$305K Buy
6,287
+2,900
+86% +$165K 0.01% 831
2026
Q1
$220K Buy
+3,387
New +$170K 0.01% 693
2024
Q3
Sell
-9,764
Closed -$615K 995
2024
Q2
$615K Buy
9,764
+619
+7% +$39.7K 0.01% 673
2024
Q1
$594K Buy
+9,145
New +$546K 0.01% 671

Other funds holding OXY

Simplicity Wealth's OXY Position: Q2 2026 in Review

Simplicity Wealth increased its Occidental Petroleum (OXY) stake by 86% in Q2 2026, buying an estimated $165K and bringing the position to 6,287 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #831.

Simplicity Wealth first reported a position in OXY in Q1 2024 and has held it in 4 quarters since. The position peaked at $615K in Q2 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Simplicity Wealth held 6,287 shares of Occidental Petroleum worth $305K as of Q2 2026.
  • Simplicity Wealth bought 2,900 Occidental Petroleum shares in Q2 2026, an estimated $165K.
  • Occidental Petroleum made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #831 holding.
  • Simplicity Wealth first reported a position in Occidental Petroleum in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Occidental Petroleum position peaked at $615K in Q2 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.