SWM
OXY icon

Spire Wealth Management’s Occidental Petroleum OXY Stock Holding History

Spire 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 		$103K Buy
2,115
+4
+0.2% +$227 ﹤0.01% 970
2026
Q1 		$137K Buy
2,111
+2
+0.1% +$101 ﹤0.01% 892
2025
Q4 		$86.7K Sell
2,109
-148
-7% -$6.18K ﹤0.01% 1024
2025
Q3 		$107K Sell
2,257
-223
-9% -$10.1K ﹤0.01% 966
2025
Q2 		$104K Sell
2,480
-6,078
-71% -$254K ﹤0.01% 950
2025
Q1 		$422K Buy
8,558
+5,169
+153% +$252K 0.01% 619
2024
Q4 		$167K Sell
3,389
-1,101
-25% -$55.6K 0.01% 872
2024
Q3 		$231K Sell
4,490
-1,889
-30% -$108K 0.01% 695
2024
Q2 		$402K Sell
6,379
-208
-3% -$13.3K 0.01% 536
2024
Q1 		$428K Sell
6,587
-500
-7% -$29.9K 0.01% 559
2023
Q4 		$400K Sell
7,087
-1,715
-19% -$105K 0.01% 568
2023
Q3 		$571K Buy
8,802
+906
+11% +$57K 0.02% 450
2023
Q2 		$464K Buy
7,896
+281
+4% +$16.9K 0.02% 506
2023
Q1 		$475K Sell
7,615
-4,128
-35% -$256K 0.02% 505
2022
Q4 		$740K Buy
11,743
+2,992
+34% +$204K 0.04% 279
2022
Q3 		$538K Buy
8,751
+5,321
+155% +$341K 0.03% 316
2022
Q2 		$202K Buy
3,430
+1,403
+69% +$86.2K 0.01% 768
2022
Q1 		$115K Sell
2,027
-1,190
-37% -$52.6K ﹤0.01% 1117
2021
Q4 		$93K Buy
3,217
+1,266
+65% +$39.7K ﹤0.01% 1430
2021
Q3 		$58K Buy
1,951
+160
+9% +$4.27K ﹤0.01% 1407
2021
Q2 		$56K Sell
1,791
-4,997
-74% -$134K ﹤0.01% 1435
2021
Q1 		$184K Buy
+6,788
New +$170K ﹤0.01% 1102

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Spire Wealth Management increased its Occidental Petroleum (OXY) stake by 0.19% in Q2 2026, buying an estimated $227 and bringing the position to 2,115 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Spire Wealth Management first reported a position in OXY in Q1 2021 and has held it in 22 quarters since. The position peaked at $740K in Q4 2022. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Spire Wealth Management held 2,115 shares of Occidental Petroleum worth $103K as of Q2 2026.
  • Spire Wealth Management bought 4 Occidental Petroleum shares in Q2 2026, an estimated $227.
  • Occidental Petroleum made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #970 holding.
  • Spire Wealth Management first reported a position in Occidental Petroleum in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Occidental Petroleum position peaked at $740K in Q4 2022.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.