Strategic Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Strategic Wealth Partners’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	$17.3K	Hold	357	–	–	﹤0.01%	787
2026 Q1	$23.2K	Sell	357 -101	-22%	-$5.08K	﹤0.01%	672
2025 Q4	$18.8K	Sell	458 -1,126	-71%	-$47K	﹤0.01%	714
2025 Q3	$74.9K	Sell	1,584 -34	-2%	-$1.54K	0.01%	486
2025 Q2	$68K	Buy	+1,618	New	+$67.6K	0.01%	443
2019 Q4	–	Sell	-2,949	Closed	-$5.24K	–	386
2019 Q3	$5.24K	Sell	2,949 -14,069	-83%	-$665K	0.03%	176
2019 Q2	$855K	Sell	17,018 -470	-3%	-$26.4K	0.41%	71
2019 Q1	$1.17M	Buy	17,488 +3,058	+21%	+$201K	0.54%	54
2018 Q4	$962K	Buy	+14,430	New	+$1.01M	0.49%	66

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

Strategic Wealth Partners's OXY Position: Q2 2026 in Review

Strategic Wealth Partners held its Occidental Petroleum (OXY) position steady in Q2 2026 at 357 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Strategic Wealth Partners first reported a position in OXY in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.17M in Q1 2019. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Strategic Wealth Partners held 357 shares of Occidental Petroleum worth $17.3K as of Q2 2026.
Strategic Wealth Partners left its Occidental Petroleum share count unchanged in Q2 2026.
Occidental Petroleum made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #787 holding.
Strategic Wealth Partners first reported a position in Occidental Petroleum in Q4 2018 and has held it in 9 quarters since.
Strategic Wealth Partners's Occidental Petroleum position peaked at $1.17M in Q1 2019.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.