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WealthShield Partners’s Occidental Petroleum OXY Stock Holding History

WealthShield Partners’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
-3,289
Closed -$214K – 532
2026
Q1 		$214K Buy
+3,289
New +$165K 0.02% 334
2025
Q4 		– Sell
-3,621
Closed -$171K – 583
2025
Q3 		$171K Buy
+3,621
New +$164K 0.02% 354
2025
Q2 		– Sell
-4,108
Closed -$204K – 567
2025
Q1 		$204K Buy
4,108
+424
+12% +$20.7K 0.03% 317
2024
Q4 		$183K Sell
3,684
-1,877
-34% -$94.8K 0.03% 290
2024
Q3 		$288K Buy
5,561
+1,005
+22% +$57.3K 0.04% 251
2024
Q2 		$288K Buy
4,556
+1,025
+29% +$65.7K 0.04% 244
2024
Q1 		$230K Sell
3,531
-913
-21% -$54.5K 0.04% 256
2023
Q4 		$266K Buy
4,444
+164
+4% +$10K 0.04% 248
2023
Q3 		$278K Hold
4,280
– – 0.04% 260
2023
Q2 		$252K Buy
4,280
+209
+5% +$12.5K 0.04% 270
2023
Q1 		$255K Hold
4,071
– – 0.04% 268
2022
Q4 		$257K Buy
4,071
+1
+0% +$68 0.05% 253
2022
Q3 		$251K Buy
+4,070
New +$261K 0.05% 262
2022
Q2 		– Sell
-3,770
Closed -$214K – 321
2022
Q1 		$214K Buy
+3,770
New +$167K 0.03% 310
2021
Q3 		– Sell
-1,039
Closed -$33K – 573
2021
Q2 		$33K Hold
1,039
– – 0.01% 562
2021
Q1 		$28K Buy
+1,039
New +$26K 0.01% 596

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

WealthShield Partners's OXY Position: Q2 2026 in Review

WealthShield Partners sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,289 shares — an estimated $214K sold.

WealthShield Partners first reported a position in OXY in Q1 2021 and held it in 16 quarters. The position peaked at $288K in Q2 2024. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • WealthShield Partners reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 3,289 Occidental Petroleum shares in Q2 2026, an estimated $214K.
  • WealthShield Partners first reported a position in Occidental Petroleum in Q1 2021 and held it in 16 quarters.
  • WealthShield Partners's Occidental Petroleum position peaked at $288K in Q2 2024.
  • 1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.