WFA of San Diego’s Occidental Petroleum OXY Stock Holding History

WFA of San Diego’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	-363	Closed	-$23.6K	–	288
2026 Q1	$23.6K	Hold	363	–	–	0.02%	244
2025 Q4	$14.9K	Hold	363	–	–	0.01%	288
2025 Q3	$17.2K	Hold	363	–	–	0.01%	287
2025 Q2	$15.3K	Buy	+363	New	+$15.2K	0.01%	289
2024 Q3	$18.7K	Hold	363	–	–	0.02%	247
2024 Q2	$22.9K	Buy	+363	New	+$23.3K	0.02%	232
2023 Q3	$23.6K	Hold	363	–	–	0.02%	228
2023 Q2	$21.3K	Buy	+363	New	+$21.8K	0.02%	227
2023 Q1	–	Sell	-305	Closed	-$19.2K	–	308
2022 Q4	$19.2K	Buy	+305	New	+$20.8K	0.01%	293
2022 Q3	–	Sell	-305	Closed	-$18K	–	300
2022 Q2	$18K	Buy	+305	New	+$18.7K	0.02%	230
2020 Q3	–	Sell	-6,305	Closed	-$265K	–	195
2020 Q2	$265K	Buy	+6,305	New	+$99.3K	0.06%	215

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

WFA of San Diego's OXY Position: Q2 2026 in Review

WFA of San Diego sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 363 shares — an estimated $23.6K sold.

WFA of San Diego first reported a position in OXY in Q2 2020 and held it in 11 quarters. The position peaked at $265K in Q2 2020. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

WFA of San Diego reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 363 Occidental Petroleum shares in Q2 2026, an estimated $23.6K.
WFA of San Diego first reported a position in Occidental Petroleum in Q2 2020 and held it in 11 quarters.
WFA of San Diego's Occidental Petroleum position peaked at $265K in Q2 2020.
1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.