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True Wealth Design’s Occidental Petroleum OXY Stock Holding History

True Wealth Design’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 		$140K Buy
2,877
+1,082
+60% +$61.4K 0.03% 174
2026
Q1 		$117K Buy
1,795
+1,593
+789% +$80.1K 0.03% 177
2025
Q4 		$8.31K Sell
202
-15
-7% -$626 ﹤0.01% 927
2025
Q3 		$10.3K Buy
217
+33
+18% +$1.49K ﹤0.01% 823
2025
Q2 		$7.73K Hold
184
– – ﹤0.01% 666
2025
Q1 		$9.08K Buy
184
+121
+192% +$5.91K ﹤0.01% 502
2024
Q4 		$3.11K Buy
63
+16
+34% +$808 ﹤0.01% 633
2024
Q3 		$2.42K Sell
47
-141
-75% -$8.05K ﹤0.01% 737
2024
Q2 		$11.8K Buy
188
+13
+7% +$834 ﹤0.01% 237
2024
Q1 		$11.4K Buy
175
+150
+600% +$8.96K ﹤0.01% 240
2023
Q4 		$1.49K Sell
25
-1
-4% -$61 ﹤0.01% 324
2023
Q3 		$1.69K Sell
26
-1
-4% -$63 ﹤0.01% 278
2023
Q2 		$1.59K Sell
27
-25
-48% -$1.5K ﹤0.01% 285
2023
Q1 		$3.25K Sell
52
-5
-9% -$311 ﹤0.01% 300
2022
Q4 		$3.59K Buy
+57
New +$3.88K ﹤0.01% 265

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

True Wealth Design's OXY Position: Q2 2026 in Review

True Wealth Design increased its Occidental Petroleum (OXY) stake by 60% in Q2 2026, buying an estimated $61.4K and bringing the position to 2,877 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #174.

True Wealth Design first reported a position in OXY in Q4 2022 and has held it in 15 quarters since. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • True Wealth Design held 2,877 shares of Occidental Petroleum worth $140K as of Q2 2026.
  • True Wealth Design bought 1,082 Occidental Petroleum shares in Q2 2026, an estimated $61.4K.
  • Occidental Petroleum made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #174 holding.
  • True Wealth Design first reported a position in Occidental Petroleum in Q4 2022 and has held it in 15 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.