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Wilkerson Advisory Group’s Occidental Petroleum OXY Stock Holding History

Wilkerson Advisory Group’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 		$26.5K Buy
545
+112
+26% +$6.36K 0.01% 295
2026
Q1 		$28.2K Buy
433
+95
+28% +$4.78K 0.01% 262
2025
Q4 		$13.9K Buy
+338
New +$14.1K ﹤0.01% 285

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

Wilkerson Advisory Group's OXY Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Occidental Petroleum (OXY) stake by 26% in Q2 2026, buying an estimated $6.36K and bringing the position to 545 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #295.

Wilkerson Advisory Group first reported a position in OXY in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.2K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Wilkerson Advisory Group held 545 shares of Occidental Petroleum worth $26.5K as of Q2 2026.
  • Wilkerson Advisory Group bought 112 Occidental Petroleum shares in Q2 2026, an estimated $6.36K.
  • Occidental Petroleum made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #295 holding.
  • Wilkerson Advisory Group first reported a position in Occidental Petroleum in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Occidental Petroleum position peaked at $28.2K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.