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Visionary Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Visionary Wealth 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
-7,363
Closed -$479K – 686
2026
Q1 		$479K Sell
7,363
-1,763
-19% -$88.7K 0.02% 407
2025
Q4 		$375K Sell
9,126
-3,284
-26% -$137K 0.02% 452
2025
Q3 		$586K Sell
12,410
-5,267
-30% -$238K 0.03% 353
2025
Q2 		$743K Sell
17,677
-734
-4% -$30.7K 0.04% 310
2025
Q1 		$909K Sell
18,411
-6,736
-27% -$329K 0.05% 272
2024
Q4 		$1.24M Buy
25,147
+5,328
+27% +$269K 0.07% 227
2024
Q3 		$1.02M Buy
19,819
+458
+2% +$26.1K 0.06% 250
2024
Q2 		$1.22M Buy
19,361
+411
+2% +$26.4K 0.08% 225
2024
Q1 		$1.23M Buy
18,950
+371
+2% +$22.2K 0.08% 218
2023
Q4 		$1.11M Buy
18,579
+2,905
+19% +$177K 0.08% 217
2023
Q3 		$1.02M Sell
15,674
-243
-2% -$15.3K 0.08% 208
2023
Q2 		$936K Buy
15,917
+102
+0.6% +$6.12K 0.07% 213
2023
Q1 		$987K Sell
15,815
-38
-0.2% -$2.36K 0.08% 192
2022
Q4 		$999K Buy
15,853
+1,033
+7% +$70.3K 0.09% 175
2022
Q3 		$911K Buy
14,820
+1,989
+16% +$127K 0.09% 174
2022
Q2 		$755K Buy
12,831
+2,589
+25% +$159K 0.07% 196
2022
Q1 		$581K Buy
+10,242
New +$453K 0.05% 232

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

Visionary Wealth Advisors's OXY Position: Q2 2026 in Review

Visionary Wealth Advisors sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 7,363 shares — an estimated $479K sold.

Visionary Wealth Advisors first reported a position in OXY in Q1 2022 and held it in 17 quarters. The position peaked at $1.24M in Q4 2024. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Visionary Wealth Advisors reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Visionary Wealth Advisors sold 7,363 Occidental Petroleum shares in Q2 2026, an estimated $479K.
  • Visionary Wealth Advisors first reported a position in Occidental Petroleum in Q1 2022 and held it in 17 quarters.
  • Visionary Wealth Advisors's Occidental Petroleum position peaked at $1.24M in Q4 2024.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.