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Stratos Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Stratos Wealth Advisors’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 		$259K Buy
5,323
+6
+0.1% +$341 0.01% 544
2026
Q1 		$346K Sell
5,317
-214
-4% -$10.8K 0.02% 455
2025
Q4 		$227K Sell
5,531
-646
-10% -$27K 0.01% 602
2025
Q3 		$292K Sell
6,177
-382
-6% -$17.3K 0.01% 558
2025
Q2 		$276K Sell
6,559
-4,287
-40% -$179K 0.01% 560
2025
Q1 		$535K Sell
10,846
-925
-8% -$45.2K 0.03% 419
2024
Q4 		$582K Buy
11,771
+4,428
+60% +$224K 0.03% 436
2024
Q3 		$378K Sell
7,343
-338
-4% -$19.3K 0.02% 561
2024
Q2 		$484K Sell
7,681
-459
-6% -$29.4K 0.02% 479
2024
Q1 		$529K Buy
8,140
+3,628
+80% +$217K 0.03% 446
2023
Q4 		$269K Sell
4,512
-3,198
-41% -$195K 0.02% 576
2023
Q3 		$500K Buy
+7,710
New +$485K 0.03% 427

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

Stratos Wealth Advisors's OXY Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Occidental Petroleum (OXY) stake by 0.11% in Q2 2026, buying an estimated $341 and bringing the position to 5,323 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #544.

Stratos Wealth Advisors first reported a position in OXY in Q3 2023 and has held it in 12 quarters since. The position peaked at $582K in Q4 2024. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Stratos Wealth Advisors held 5,323 shares of Occidental Petroleum worth $259K as of Q2 2026.
  • Stratos Wealth Advisors bought 6 Occidental Petroleum shares in Q2 2026, an estimated $341.
  • Occidental Petroleum made up 0.01% of Stratos Wealth Advisors's portfolio in Q2 2026, its #544 holding.
  • Stratos Wealth Advisors first reported a position in Occidental Petroleum in Q3 2023 and has held it in 12 quarters since.
  • Stratos Wealth Advisors's Occidental Petroleum position peaked at $582K in Q4 2024.
  • 1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

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