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Spartan Wealth Advisory Services LLC’s Occidental Petroleum OXY Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$570K Sell
11,735
-280
-2% -$15.9K 0.05% 210
2026
Q1 		$781K Buy
+12,015
New +$604K 0.07% 176

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's OXY Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Occidental Petroleum (OXY) stake by 2.3% in Q2 2026, selling an estimated $15.9K and leaving 11,735 shares worth $570K. The position accounts for 0.05% of the portfolio, ranked #210.

Spartan Wealth Advisory Services LLC first reported a position in OXY in Q1 2026 and has held it in 2 quarters since. The position peaked at $781K in Q1 2026. 1,159 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 11,735 shares of Occidental Petroleum worth $570K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 280 Occidental Petroleum shares in Q2 2026, an estimated $15.9K.
  • Occidental Petroleum made up 0.05% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #210 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Occidental Petroleum in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Occidental Petroleum position peaked at $781K in Q1 2026.
  • 1,159 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.