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Sound View Wealth Advisors Group’s Occidental Petroleum OXY Stock Holding History

Sound View Wealth Advisors Group’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
-3,650
Closed -$237K – 457
2026
Q1 		$237K Buy
+3,650
New +$184K 0.02% 382

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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

Sound View Wealth Advisors Group's OXY Position: Q2 2026 in Review

Sound View Wealth Advisors Group sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,650 shares — an estimated $237K sold.

Sound View Wealth Advisors Group first reported a position in OXY in Q1 2026 and held it in 1 quarter. The position peaked at $237K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Sound View Wealth Advisors Group reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 3,650 Occidental Petroleum shares in Q2 2026, an estimated $237K.
  • Sound View Wealth Advisors Group first reported a position in Occidental Petroleum in Q1 2026 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's Occidental Petroleum position peaked at $237K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.