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XXI Wealth LLC’s Occidental Petroleum OXY Stock Holding History

XXI Wealth LLC’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
-3,730
Closed -$242K – 235
2026
Q1 		$242K Sell
3,730
-1,382
-27% -$69.5K 0.14% 178
2025
Q4 		$210K Buy
+5,112
New +$213K 0.13% 173

Other funds holding OXY

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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

XXI Wealth LLC's OXY Position: Q2 2026 in Review

XXI Wealth LLC sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,730 shares — an estimated $242K sold.

XXI Wealth LLC first reported a position in OXY in Q4 2025 and held it in 2 quarters. The position peaked at $242K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • XXI Wealth LLC reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • XXI Wealth LLC sold 3,730 Occidental Petroleum shares in Q2 2026, an estimated $242K.
  • XXI Wealth LLC first reported a position in Occidental Petroleum in Q4 2025 and held it in 2 quarters.
  • XXI Wealth LLC's Occidental Petroleum position peaked at $242K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.