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TrustWell Financial Advisors’s Occidental Petroleum OXY Stock Holding History

TrustWell Financial 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 		– Sell
-3,365
Closed -$219K – 80
2026
Q1 		$219K Buy
+3,365
New +$169K 0.21% 67

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Vanguard Capital Management
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State Street
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Vanguard Portfolio Management
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Geode Capital Management
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Invesco
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Morgan Stanley
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

TrustWell Financial Advisors's OXY Position: Q2 2026 in Review

TrustWell Financial Advisors sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,365 shares — an estimated $219K sold.

TrustWell Financial Advisors first reported a position in OXY in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • TrustWell Financial Advisors reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • TrustWell Financial Advisors sold 3,365 Occidental Petroleum shares in Q2 2026, an estimated $219K.
  • TrustWell Financial Advisors first reported a position in Occidental Petroleum in Q1 2026 and held it in 1 quarter.
  • TrustWell Financial Advisors's Occidental Petroleum position peaked at $219K in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.