SteelPeak Wealth’s Occidental Petroleum OXY Stock Holding History

SteelPeak Wealth’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	$395K	Buy	8,088 +767	+10%	+$43.6K	0.01%	473
2026 Q1	$478K	Sell	7,321 -971	-12%	-$48.8K	0.01%	384
2025 Q4	$343K	Buy	+8,292	New	+$346K	0.01%	411
2024 Q3	–	Sell	-5,109	Closed	-$323K	–	584
2024 Q2	$323K	Buy	5,109 +646	+14%	+$41.4K	0.02%	371
2024 Q1	$290K	Buy	+4,463	New	+$267K	0.01%	366
2023 Q4	–	Sell	-3,198	Closed	-$208K	–	492
2023 Q3	$208K	Sell	3,198 -2,442	-43%	-$154K	0.01%	377
2023 Q2	$333K	Sell	5,640 -26,001	-82%	-$1.56M	0.02%	312
2023 Q1	$1.98M	Buy	31,641 +14,017	+80%	+$871K	0.13%	111
2022 Q4	$1.11M	Sell	17,624 -11,279	-39%	-$768K	0.08%	166
2022 Q3	$1.78M	Buy	+28,903	New	+$1.85M	0.13%	124
2020 Q2	–	Sell	-35,503	Closed	-$411K	–	301
2020 Q1	$411K	Buy	35,503 +13,456	+61%	+$442K	0.06%	155
2019 Q4	$909K	Buy	+22,047	New	+$883K	0.13%	136

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

SteelPeak Wealth's OXY Position: Q2 2026 in Review

SteelPeak Wealth increased its Occidental Petroleum (OXY) stake by 10% in Q2 2026, buying an estimated $43.6K and bringing the position to 8,088 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #473.

SteelPeak Wealth first reported a position in OXY in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.98M in Q1 2023. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

SteelPeak Wealth held 8,088 shares of Occidental Petroleum worth $395K as of Q2 2026.
SteelPeak Wealth bought 767 Occidental Petroleum shares in Q2 2026, an estimated $43.6K.
Occidental Petroleum made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #473 holding.
SteelPeak Wealth first reported a position in Occidental Petroleum in Q4 2019 and has held it in 12 quarters since.
SteelPeak Wealth's Occidental Petroleum position peaked at $1.98M in Q1 2023.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.