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Venturi Wealth Management’s Occidental Petroleum OXY Stock Holding History

Venturi Wealth Management’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
-3,342
Closed -$217K – 669
2026
Q1 		$217K Buy
+3,342
New +$168K 0.01% 553
2025
Q1 		– Sell
-975
Closed -$48.2K – 1443
2024
Q4 		$48.2K Sell
975
-945
-49% -$47.7K ﹤0.01% 1025
2024
Q3 		$98.9K Buy
1,920
+278
+17% +$15.9K 0.01% 571
2024
Q2 		$103K Buy
1,642
+449
+38% +$28.8K 0.01% 500
2024
Q1 		$77.5K Hold
1,193
– – 0.01% 445
2023
Q4 		$71.2K Buy
1,193
+250
+27% +$15.3K 0.01% 451
2023
Q3 		$61.2K Buy
943
+46
+5% +$2.89K ﹤0.01% 451
2023
Q2 		$52.7K Buy
897
+25
+3% +$1.5K ﹤0.01% 423
2023
Q1 		$54.4K Buy
+872
New +$54.2K ﹤0.01% 459
2019
Q1 		– Sell
-3,785
Closed -$232K – 260
2018
Q4 		$232K Buy
+3,785
New +$266K 0.04% 235
2017
Q2 		– Sell
-9,664
Closed -$606K – 202
2017
Q1 		$606K Sell
9,664
-80,351
-89% -$5.35M 0.14% 119
2016
Q4 		$6.41M Buy
90,015
+8,873
+11% +$630K 1.8% 19
2016
Q3 		$5.92M Sell
81,142
-748
-0.9% -$56K 1.97% 15
2016
Q2 		$6.19M Buy
81,890
+3,361
+4% +$251K 2.1% 9
2016
Q1 		$5.37M Buy
78,529
+10,400
+15% +$697K 2.01% 10
2015
Q4 		$4.6M Buy
+68,129
New +$4.9M 2.09% 7

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

Venturi Wealth Management's OXY Position: Q2 2026 in Review

Venturi Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,342 shares — an estimated $217K sold.

Venturi Wealth Management first reported a position in OXY in Q4 2015 and held it in 16 quarters. The position peaked at $6.41M in Q4 2016. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Venturi Wealth Management reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 3,342 Occidental Petroleum shares in Q2 2026, an estimated $217K.
  • Venturi Wealth Management first reported a position in Occidental Petroleum in Q4 2015 and held it in 16 quarters.
  • Venturi Wealth Management's Occidental Petroleum position peaked at $6.41M in Q4 2016.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.