Tanglewood Legacy Advisors’s Occidental Petroleum OXY Stock Holding History

Tanglewood Legacy 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	$9.71K	Hold	200	–	–	﹤0.01%	236
2026 Q1	$13K	Hold	200	–	–	﹤0.01%	218
2025 Q4	$8.22K	Hold	200	–	–	﹤0.01%	228
2025 Q3	$9.45K	Hold	200	–	–	﹤0.01%	235
2025 Q2	$8.4K	Hold	200	–	–	﹤0.01%	246
2025 Q1	$9.87K	Hold	200	–	–	﹤0.01%	249
2024 Q4	$9.88K	Hold	200	–	–	﹤0.01%	252
2024 Q3	$10.3K	Hold	200	–	–	﹤0.01%	235
2024 Q2	$12.6K	Hold	200	–	–	0.01%	229
2024 Q1	$13K	Hold	200	–	–	0.01%	238
2023 Q4	$11.9K	Hold	200	–	–	0.01%	236
2023 Q3	$13K	Sell	200 -10	-5%	-$629	0.01%	240
2023 Q2	$12.4K	Hold	210	–	–	0.01%	236
2023 Q1	$13.1K	Buy	210 +200	+2,000%	+$12.4K	0.01%	228
2022 Q4	$630	Buy	+10	New	+$681	﹤0.01%	243

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

Tanglewood Legacy Advisors's OXY Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Occidental Petroleum (OXY) position steady in Q2 2026 at 200 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Tanglewood Legacy Advisors first reported a position in OXY in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.1K in Q1 2023. 1,241 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Tanglewood Legacy Advisors held 200 shares of Occidental Petroleum worth $9.71K as of Q2 2026.
Tanglewood Legacy Advisors left its Occidental Petroleum share count unchanged in Q2 2026.
Occidental Petroleum made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #236 holding.
Tanglewood Legacy Advisors first reported a position in Occidental Petroleum in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Occidental Petroleum position peaked at $13.1K in Q1 2023.
1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.