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

Wealth Enhancement Trust 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 		$81.5K Buy
1,679
+544
+48% +$30.9K 0.01% 406
2026
Q1 		$73.8K Buy
1,135
+317
+39% +$15.9K 0.01% 398
2025
Q4 		$33.6K Buy
+818
New +$34.1K ﹤0.01% 471

Other funds holding OXY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Occidental Petroleum (OXY) stake by 48% in Q2 2026, buying an estimated $30.9K and bringing the position to 1,679 shares worth $81.5K. The position accounts for 0.01% of the portfolio, ranked #406.

Wealth Enhancement Trust Services first reported a position in OXY in Q4 2025 and has held it in 3 quarters since. 925 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,679 shares of Occidental Petroleum worth $81.5K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 544 Occidental Petroleum shares in Q2 2026, an estimated $30.9K.
  • Occidental Petroleum made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #406 holding.
  • Wealth Enhancement Trust Services first reported a position in Occidental Petroleum in Q4 2025 and has held it in 3 quarters since.
  • 925 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

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