UWP
OXY icon

Uniting Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Uniting 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 		$607K Sell
12,431
-169
-1% -$9.6K 0.12% 107
2026
Q1 		$822K Buy
12,600
+145
+1% +$7.29K 0.18% 78
2025
Q4 		$515K Buy
12,455
+42
+0.3% +$1.75K 0.16% 80
2025
Q3 		$589K Buy
12,413
+40
+0.3% +$1.81K 0.14% 89
2025
Q2 		$520K Buy
12,373
+836
+7% +$34.9K 0.2% 55
2025
Q1 		$569K Buy
11,537
+1,387
+14% +$67.7K 0.29% 42
2024
Q4 		$502K Buy
+10,150
New +$513K 0.24% 48

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

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

Uniting Wealth Partners reduced its Occidental Petroleum (OXY) stake by 1.3% in Q2 2026, selling an estimated $9.6K and leaving 12,431 shares worth $607K. The position accounts for 0.12% of the portfolio, ranked #107.

Uniting Wealth Partners first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $822K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Uniting Wealth Partners held 12,431 shares of Occidental Petroleum worth $607K as of Q2 2026.
  • Uniting Wealth Partners sold 169 Occidental Petroleum shares in Q2 2026, an estimated $9.6K.
  • Occidental Petroleum made up 0.12% of Uniting Wealth Partners's portfolio in Q2 2026, its #107 holding.
  • Uniting Wealth Partners first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Occidental Petroleum position peaked at $822K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.