Wealth Enhancement Advisory Services
OXY icon

Wealth Enhancement Advisory Services’s Occidental Petroleum OXY Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.7M Buy
220,235
+62,349
+39% +$3.54M 0.02% 642
2026
Q1 		$9.46M Buy
157,886
+69,326
+78% +$3.49M 0.02% 606
2025
Q4 		$3.7M Sell
88,560
-23,515
-21% -$981K 0.01% 1177
2025
Q3 		$5.08M Buy
112,075
+8,206
+8% +$371K 0.01% 937
2025
Q2 		$4.55M Sell
103,869
-5,745
-5% -$240K 0.01% 940
2025
Q1 		$5.41M Buy
109,614
+13,726
+14% +$670K 0.01% 807
2024
Q4 		$4.74M Buy
95,888
+19,734
+26% +$997K 0.01% 823
2024
Q3 		$3.92M Sell
76,154
-3,735
-5% -$213K 0.01% 808
2024
Q2 		$5.04M Buy
79,889
+10,751
+16% +$689K 0.01% 689
2024
Q1 		$4.49M Buy
69,138
+2,028
+3% +$121K 0.01% 695
2023
Q4 		$4.01M Buy
67,110
+8,107
+14% +$495K 0.01% 668
2023
Q3 		$3.83M Buy
59,003
+52,569
+817% +$3.31M 0.01% 645
2023
Q2 		$378K Buy
6,434
+2,299
+56% +$138K ﹤0.01% 393
2023
Q1 		$258K Sell
4,135
-19,244
-82% -$1.2M ﹤0.01% 467
2022
Q4 		$1.5M Buy
+23,379
New +$1.59M 0.02% 191
2018
Q4 		– Sell
-14,114
Closed -$963K – 201
2018
Q3 		$963K Buy
+14,114
New +$1.14M 0.06% 119

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

Wealth Enhancement Advisory Services's OXY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Occidental Petroleum (OXY) stake by 39% in Q2 2026, buying an estimated $3.54M and bringing the position to 220,235 shares worth $10.7M. The position accounts for 0.02% of the portfolio, ranked #642.

Wealth Enhancement Advisory Services first reported a position in OXY in Q3 2018 and has held it in 16 quarters since. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 220,235 shares of Occidental Petroleum worth $10.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 62,349 Occidental Petroleum shares in Q2 2026, an estimated $3.54M.
  • Occidental Petroleum made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #642 holding.
  • Wealth Enhancement Advisory Services first reported a position in Occidental Petroleum in Q3 2018 and has held it in 16 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.