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Wealthspire Advisors (New York)’s Occidental Petroleum OXY Stock Holding History

Wealthspire Advisors (New York)’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 		$330K Buy
6,796
+445
+7% +$25.3K ﹤0.01% 962
2026
Q1 		$413K Sell
6,351
-4,180
-40% -$210K ﹤0.01% 633
2025
Q4 		$433K Buy
10,531
+3,215
+44% +$134K ﹤0.01% 658
2025
Q3 		$346K Sell
7,316
-109
-1% -$4.92K ﹤0.01% 627
2025
Q2 		$312K Buy
7,425
+365
+5% +$15.3K ﹤0.01% 656
2025
Q1 		$348K Buy
7,060
+116
+2% +$5.66K ﹤0.01% 605
2024
Q4 		$343K Sell
6,944
-32
-0.5% -$1.62K ﹤0.01% 618
2024
Q3 		$360K Sell
6,976
-2,661
-28% -$152K ﹤0.01% 579
2024
Q2 		$607K Buy
9,637
+637
+7% +$40.9K 0.01% 394
2024
Q1 		$585K Hold
9,000
– – 0.01% 398
2023
Q4 		$537K Sell
9,000
-250
-3% -$15.3K 0.01% 408
2023
Q3 		$600K Buy
9,250
+366
+4% +$23K 0.01% 360
2023
Q2 		$522K Buy
8,884
+2,396
+37% +$144K 0.01% 353
2023
Q1 		$405K Sell
6,488
-1,276
-16% -$79.3K 0.01% 387
2022
Q4 		$489K Buy
7,764
+1,316
+20% +$89.6K 0.01% 370
2022
Q3 		$396K Buy
+6,448
New +$413K 0.01% 372
2021
Q2 		– Sell
-10,916
Closed -$291K – 577
2021
Q1 		$291K Buy
+10,916
New +$273K 0.01% 561
2020
Q4 		– Sell
-11,144
Closed -$112K – 588
2020
Q3 		$112K Sell
11,144
-3,072
-22% -$43.3K 0.01% 316
2020
Q2 		$260K Sell
14,216
-989
-7% -$15.6K 0.02% 226
2020
Q1 		$176K Buy
+15,205
New +$499K 0.01% 507
2019
Q1 		– Sell
-525
Closed -$32K – 579
2018
Q4 		$32K Buy
+525
New +$36.9K ﹤0.01% 248

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s OXY Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Occidental Petroleum (OXY) stake by 7% in Q2 2026, buying an estimated $25.3K and bringing the position to 6,796 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Wealthspire Advisors (New York) first reported a position in OXY in Q4 2018 and has held it in 21 quarters since. The position peaked at $607K in Q2 2024. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Wealthspire Advisors (New York) held 6,796 shares of Occidental Petroleum worth $330K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 445 Occidental Petroleum shares in Q2 2026, an estimated $25.3K.
  • Occidental Petroleum made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #962 holding.
  • Wealthspire Advisors (New York) first reported a position in Occidental Petroleum in Q4 2018 and has held it in 21 quarters since.
  • Wealthspire Advisors (New York)'s Occidental Petroleum position peaked at $607K in Q2 2024.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.