Whipplewood Advisors’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$631 Sell
13
-631
-98% -$35.8K ﹤0.01% 591
2026
Q1
$41.9K Buy
+644
New +$32.4K 0.02% 288
2025
Q4
Sell
-600
Closed -$28.4K 509
2025
Q3
$28.4K Sell
600
-53
-8% -$2.4K 0.02% 230
2025
Q2
$27.4K Buy
653
+83
+15% +$3.47K 0.02% 410
2025
Q1
$27.3K Buy
570
+17
+3% +$830 0.02% 393
2024
Q4
$27.3K Buy
+553
New +$27.9K 0.02% 398

Other funds holding OXY

Whipplewood Advisors's OXY Position: Q2 2026 in Review

Whipplewood Advisors reduced its Occidental Petroleum (OXY) stake by 98% in Q2 2026, selling an estimated $35.8K and leaving 13 shares worth $631. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Whipplewood Advisors first reported a position in OXY in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.9K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Whipplewood Advisors held 13 shares of Occidental Petroleum worth $631 as of Q2 2026.
  • Whipplewood Advisors sold 631 Occidental Petroleum shares in Q2 2026, an estimated $35.8K.
  • Occidental Petroleum made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #591 holding.
  • Whipplewood Advisors first reported a position in Occidental Petroleum in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Occidental Petroleum position peaked at $41.9K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.