SOA Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

SOA Wealth Advisors’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	$3.79K	Hold	78	–	–	﹤0.01%	727
2026 Q1	$5.07K	Hold	78	–	–	﹤0.01%	652
2025 Q4	$3.21K	Hold	78	–	–	﹤0.01%	689
2025 Q3	$3.69K	Hold	78	–	–	﹤0.01%	689
2025 Q2	$3.28K	Hold	78	–	–	﹤0.01%	678
2025 Q1	$3.85K	Hold	78	–	–	﹤0.01%	657
2024 Q4	$3.85K	Hold	78	–	–	﹤0.01%	635
2024 Q3	$4.02K	Hold	78	–	–	﹤0.01%	619
2024 Q2	$4.92K	Hold	78	–	–	﹤0.01%	606
2024 Q1	$5.07K	Sell	78 -1	-1%	-$60	﹤0.01%	610
2023 Q4	$4.7K	Sell	79 -242	-75%	-$14.8K	﹤0.01%	606
2023 Q3	$20.8K	Buy	321 +1	+0.3%	+$63	0.01%	414
2023 Q2	$18.8K	Hold	320	–	–	﹤0.01%	442
2023 Q1	$19.9K	Buy	320 +1	+0.3%	+$62	﹤0.01%	424
2022 Q4	$20.1K	Buy	319 +1	+0.3%	+$68	0.01%	404
2022 Q3	$19K	Hold	318	–	–	0.01%	402
2022 Q2	$18K	Buy	318 +1	+0.3%	+$61	0.01%	406
2022 Q1	$18K	Hold	317	–	–	﹤0.01%	487
2021 Q4	$9K	Sell	317 -100	-24%	-$3.14K	﹤0.01%	592
2021 Q3	$12K	Hold	417	–	–	﹤0.01%	550
2021 Q2	$13K	Hold	417	–	–	﹤0.01%	530
2021 Q1	$11K	Hold	417	–	–	﹤0.01%	498
2020 Q4	$10K	Buy	+417	New	+$5.72K	﹤0.01%	517

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 $3.37T AUM 44.26% 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

SOA Wealth Advisors's OXY Position: Q2 2026 in Review

SOA Wealth Advisors held its Occidental Petroleum (OXY) position steady in Q2 2026 at 78 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

SOA Wealth Advisors first reported a position in OXY in Q4 2020 and has held it in 23 quarters since. The position peaked at $20.8K in Q3 2023. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

SOA Wealth Advisors held 78 shares of Occidental Petroleum worth $3.79K as of Q2 2026.
SOA Wealth Advisors left its Occidental Petroleum share count unchanged in Q2 2026.
Occidental Petroleum made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #727 holding.
SOA Wealth Advisors first reported a position in Occidental Petroleum in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Occidental Petroleum position peaked at $20.8K in Q3 2023.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.