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Wealth Preservation Advisors’s Occidental Petroleum OXY Stock Holding History

Wealth Preservation 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
-1,452
Closed -$94.4K – 688
2026
Q1 		$94.4K Buy
1,452
+320
+28% +$16.1K 0.08% 105
2025
Q4 		$46.5K Hold
1,132
– – 0.02% 206
2025
Q3 		$53.5K Buy
1,132
+1
+0.1% +$45 0.03% 183
2025
Q2 		$47.5K Buy
1,131
+1
+0.1% +$42 0.03% 189
2025
Q1 		$55.8K Buy
+1,130
New +$55.2K 0.04% 170

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 Preservation Advisors's OXY Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 1,452 shares — an estimated $94.4K sold.

Wealth Preservation Advisors first reported a position in OXY in Q1 2025 and held it in 5 quarters. The position peaked at $94.4K in Q1 2026. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,452 Occidental Petroleum shares in Q2 2026, an estimated $94.4K.
  • Wealth Preservation Advisors first reported a position in Occidental Petroleum in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Occidental Petroleum position peaked at $94.4K in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.