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Winch Advisory Services’s Occidental Petroleum OXY Stock Holding History

Winch Advisory Services’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 		$119K Buy
2,120
+2
+0.1% +$114 0.02% 132
2026
Q1 		$151K Hold
2,118
– – 0.03% 114
2025
Q4 		$100K Sell
2,118
-232
-10% -$9.68K 0.02% 131
2025
Q3 		$124K Buy
2,350
+155
+7% +$7K 0.03% 117
2025
Q2 		$92.2K Buy
2,195
+1
+0% +$42 0.02% 128
2025
Q1 		$108K Buy
2,194
+1
+0% +$49 0.03% 114
2024
Q4 		$108K Buy
2,193
+2,079
+1,824% +$105K 0.03% 113
2024
Q3 		$5.87K Buy
114
+1
+0.9% +$57 ﹤0.01% 300
2024
Q2 		$7.15K Hold
113
– – ﹤0.01% 288
2024
Q1 		$7.36K Buy
113
+65
+135% +$3.88K ﹤0.01% 282
2023
Q4 		$2.87K Hold
48
– – ﹤0.01% 338
2023
Q3 		$3K Buy
+48
New +$3.02K ﹤0.01% 336
2020
Q4 		– Sell
-100
Closed -$1K – 447
2020
Q3 		$1K Buy
+100
New +$1.41K ﹤0.01% 370
2020
Q1 		– Sell
-494
Closed -$20K – 372
2019
Q4 		$20K Sell
494
-95
-16% -$3.81K 0.01% 160
2019
Q3 		$26K Buy
589
+17
+3% +$804 0.01% 135
2019
Q2 		$29K Sell
572
-99
-15% -$5.57K 0.02% 137
2019
Q1 		$44K Buy
671
+507
+309% +$33.4K 0.02% 121
2018
Q4 		$10K Buy
+164
New +$11.5K 0.01% 177
2016
Q2 		– Sell
-200
Closed -$14K – 275
2016
Q1 		$14K Buy
+200
New +$13.4K 0.02% 96
2015
Q2 		– Sell
-133
Closed -$10K – 331
2015
Q1 		$10K Buy
+133
New +$10.3K 0.01% 154
2014
Q4 		– Sell
-279
Closed -$26K – 142
2014
Q3 		$26K Hold
279
– – 0.02% 96
2014
Q2 		$27K Hold
279
– – 0.02% 117
2014
Q1 		$25K Buy
+279
New +$24.9K 0.02% 128

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

Winch Advisory Services's OXY Position: Q2 2026 in Review

Winch Advisory Services increased its Occidental Petroleum (OXY) stake by 0.09% in Q2 2026, buying an estimated $114 and bringing the position to 2,120 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #132.

Winch Advisory Services first reported a position in OXY in Q1 2014 and has held it in 23 quarters since. The position peaked at $151K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Winch Advisory Services held 2,120 shares of Occidental Petroleum worth $119K as of Q2 2026.
  • Winch Advisory Services bought 2 Occidental Petroleum shares in Q2 2026, an estimated $114.
  • Occidental Petroleum made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #132 holding.
  • Winch Advisory Services first reported a position in Occidental Petroleum in Q1 2014 and has held it in 23 quarters since.
  • Winch Advisory Services's Occidental Petroleum position peaked at $151K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.