Waldron Private Wealth’s Occidental Petroleum OXY Stock Holding History

Waldron Private Wealth’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	-4,061	Closed	-$264K	–	361
2026 Q1	$264K	Buy	+4,061	New	+$204K	0.01%	291
2023 Q2	–	Sell	-4,024	Closed	-$252K	–	414
2023 Q1	$252K	Buy	4,024 +163	+4%	+$10.1K	0.01%	352
2022 Q4	$237K	Hold	3,861	–	–	0.01%	329
2022 Q3	$237K	Buy	+3,861	New	+$247K	0.01%	331
2021 Q3	–	Sell	-70,156	Closed	-$2.19M	–	370
2021 Q2	$2.19M	Buy	+70,156	New	+$1.88M	0.14%	90
2014 Q4	–	Sell	-2,508	Closed	-$231K	–	131
2014 Q3	$231K	Sell	2,508 -305	-11%	-$29.3K	0.11%	91
2014 Q2	$277K	Buy	2,813 +58	+2%	+$5.45K	0.13%	80
2014 Q1	$251K	Buy	+2,755	New	+$246K	0.12%	88

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

Waldron Private Wealth's OXY Position: Q2 2026 in Review

Waldron Private Wealth sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 4,061 shares — an estimated $264K sold.

Waldron Private Wealth first reported a position in OXY in Q1 2014 and held it in 8 quarters. The position peaked at $2.19M in Q2 2021. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Waldron Private Wealth reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
Waldron Private Wealth sold 4,061 Occidental Petroleum shares in Q2 2026, an estimated $264K.
Waldron Private Wealth first reported a position in Occidental Petroleum in Q1 2014 and held it in 8 quarters.
Waldron Private Wealth's Occidental Petroleum position peaked at $2.19M in Q2 2021.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

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