VSM Wealth Advisory’s Occidental Petroleum OXY Stock Holding History

VSM Wealth Advisory’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	-564	Closed	-$36.6K	–	514
2026 Q1	$36.6K	Buy	564 +3	+0.5%	+$151	0.01%	237
2025 Q4	$23.1K	Buy	561 +3	+0.5%	+$125	0.01%	254
2025 Q3	$26.3K	Buy	558 +3	+0.5%	+$136	0.01%	253
2025 Q2	$23.3K	Buy	555 +4	+0.7%	+$167	0.01%	291
2025 Q1	$27.2K	Buy	551 +2	+0.4%	+$98	0.01%	247
2024 Q4	$27.1K	Buy	+549	New	+$27.7K	0.01%	240

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

VSM Wealth Advisory's OXY Position: Q2 2026 in Review

VSM Wealth Advisory sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 564 shares — an estimated $36.6K sold.

VSM Wealth Advisory first reported a position in OXY in Q4 2024 and held it in 6 quarters. The position peaked at $36.6K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

VSM Wealth Advisory reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
VSM Wealth Advisory sold 564 Occidental Petroleum shares in Q2 2026, an estimated $36.6K.
VSM Wealth Advisory first reported a position in Occidental Petroleum in Q4 2024 and held it in 6 quarters.
VSM Wealth Advisory's Occidental Petroleum position peaked at $36.6K in Q1 2026.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.