Sell Occidental Petroleum (OXY) stock to fund a goal
Calculator · free · no signup · OXYNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Occidental Petroleum (OXY) shares and net a target amount by a target date, across tax years.
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Inputs
Your equity
One stack per ticker (current-employer RSUs, prior-employer holdings, index fund, etc.). Each stack has its own current price, growth assumption, and cost-basis lots.
Drives chance-of-shortfall · default 30%
Lots
Plan
Estimates only. Not financial advice.
Lock-in-now is deterministic (0%). Plans that wait depend on future prices; risk is near-zero when inventory comfortably exceeds the goal. Volatility: each stack's option-implied vol if a ticker is set, otherwise 30%. Lognormal model; real markets have fatter tails.
| Tax | $109,654 | $111,723 | $111,788 | $118,699 |
| Wealth @ target | $718,258 | $716,076 | $713,344 | $710,913 |
| Chance of shortfall | <0.1% | 0% | 1.7% | 3.3% |
Feasible
$400,027 net by 08/01/27
Total tax: $109,654 (federal $58,856, state $36,063, NIIT $14,736)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/26/26 | 4,088 | $351,349 | $360,067 | |
| 03/31/27 | 4 | $359 | $360,430 | |
| 04/30/27 | 32 | $2,891 | $363,340 | |
| 05/31/27 | 100 | $9,088 | $372,468 | |
| 06/30/27 | 100 | $9,141 | $381,631 | |
| 07/31/27 | 100 | $9,196 | $390,828 | |
| 08/01/27 | 100 | $9,199 | $400,027 |
Risk vs wealth
Each dot is a possible plan. Right is riskier, up is more wealth left over.
Trajectory of cash netted
Solid line = expected. Shaded band = 10th–90th percentile under price uncertainty.
After the plan
You keep 3,476 shares worth $410,758 at the projected target-date price, invested for the next decision.
You solved for a cash target. The beta optimizes your full portfolio across multiple goals and market scenarios, not just one funding need.
Request beta access →Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator · RSU Sell-vs-Hold Calculator
About Occidental Petroleum
Occidental Petroleum (OXY) is a public Energy company, incorporated in Delaware and headquartered in Houston, TX.
Last close: $58.08 per share (as of 2026-10-03).
Equity grants at Occidental Petroleum typically include restricted stock units (RSUs).
Occidental Petroleum Corporation is an American company engaged in hydrocarbon exploration in the United States and the Middle East. It is incorporated under the Delaware General Corporation Law and is headquartered in Houston.
Source: Wikipedia (CC BY-SA 4.0)
Founded in 1920 and led for decades by Armand Hammer, the company transformed itself with the 2019 acquisition of Anadarko, a deal financed partly by Berkshire Hathaway preferred stock that left substantial debt. Permian Basin production is the core, alongside chemicals and an unusual investment in direct air capture of carbon dioxide. Debt reduction has been the dominant capital priority since the acquisition. Oil price levels determine how quickly that deleveraging proceeds. Headquarters are in Houston.
Sources: sec.gov · en.wikipedia.org
Equity comp at Occidental Petroleum
- Occidental's Long-Term Incentive Plan explicitly bars single-trigger vesting: a change in control (CIC) alone does not accelerate RSU vesting. Instead, vesting and forfeiture restrictions lift only on the earlier of the original vesting date or a qualifying termination (fired without Cause, or resignation for Good Reason) occurring within 12 months after the CIC. Separately, some RSU grants are performance-based, with vesting tied to objectives measured as late as the seventh anniversary of the grant date rather than a fixed multi-year schedule.
- Early exercise is not allowed: you have to wait for shares to vest before you can buy them.
- RSUs use double-trigger vesting. Two things must both happen before the shares are yours: (1) the normal time-based vesting completes, and (2) the company has a liquidity event (an IPO or an acquisition). Until both happen, you do not yet own the shares and you do not owe tax on them.
Sources: sec.gov · sec.gov · sec.gov
Researched 2026-08-25.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Occidental Petroleum.
If you hold vested Occidental Petroleum (OXY) shares and need a set amount of cash by a date (a house down payment, tuition, a sabbatical, a business buy-in), the question is which lots to sell and in which tax years to keep the most after tax. This calculator builds the minimum-tax sell schedule across your lots, accounting for federal long-term capital gains, the net investment income tax, and your state.
Example: a 5,000-share OXY position at $58.08 is worth $290,400. Say you need $150,000 of it for a house down payment by next spring. Selling enough shares all in one tax year can push the gain into the higher long-term capital-gains bracket and trigger the 3.8% net investment income tax; spreading the sale across two tax years often nets more. The calculator above finds the minimum-tax sell schedule across your specific lots, basis, goal, and date.
All Occidental Petroleum tools → · Use the generic Stock Sale Funding Calculator for any company.
Occidental Petroleum equity questions
- How much OXY stock do I sell to fund a goal without overpaying tax?
- It depends on your cost basis, your target amount and date, and how the sale spreads across tax years. Selling vested OXY shares triggers long-term capital-gains tax, plus the 3.8% net investment income tax and state tax above certain income, and bunching a large sale into one year can push the gain into a higher bracket. The calculator above builds the minimum-tax sell schedule across your lots to net your target amount by your date.
- Does Occidental Petroleum grant ISOs, NSOs, or RSUs?
- Equity compensation at Occidental Petroleum typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Does Occidental Petroleum allow early exercise of stock options?
- No. Occidental Petroleum requires options to vest before you can exercise them, so the holding-period clock for long-term capital-gains treatment starts as each tranche vests and you exercise it.
- Do Occidental Petroleum RSUs use double-trigger vesting?
- Yes. Occidental Petroleum restricted stock units (RSUs) vest only when two things both happen: the time-based schedule completes, and the company has a liquidity event such as an initial public offering (IPO) or an acquisition. Until both occur you do not own the shares and owe no tax on them.
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