AWM
OXY icon

AE Wealth Management’s Occidental Petroleum OXY Stock Holding History

AE Wealth Management’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
Q1 		$4.5M Buy
69,263
+56,742
+453% +$2.85M 0.02% 447
2025
Q4 		$515K Sell
12,521
-1,126
-8% -$47K ﹤0.01% 1042
2025
Q3 		$645K Buy
13,647
+1,780
+15% +$80.4K ﹤0.01% 881
2025
Q2 		$499K Sell
11,867
-1,373
-10% -$57.4K ﹤0.01% 924
2025
Q1 		$653K Buy
13,240
+2,816
+27% +$137K 0.01% 837
2024
Q4 		$515K Sell
10,424
-25,215
-71% -$1.27M ﹤0.01% 902
2024
Q3 		$1.84M Buy
35,639
+24,826
+230% +$1.42M 0.02% 557
2024
Q2 		$682K Buy
10,813
+3,363
+45% +$216K 0.01% 800
2024
Q1 		$484K Sell
7,450
-74,292
-91% -$4.44M 0.01% 832
2023
Q4 		$4.77M Sell
81,742
-14,268
-15% -$871K 0.02% 605
2023
Q3 		$6.23M Sell
96,010
-54,999
-36% -$3.46M 0.04% 485
2023
Q2 		$8.88M Sell
151,009
-330,489
-69% -$19.8M 0.05% 391
2023
Q1 		$30.1M Buy
481,498
+86,927
+22% +$5.4M 0.19% 118
2022
Q4 		$24.9M Buy
394,571
+242,286
+159% +$16.5M 0.18% 135
2022
Q3 		$9.36M Sell
152,285
-54,192
-26% -$3.47M 0.07% 289
2022
Q2 		$12.2M Buy
206,477
+46,203
+29% +$2.84M 0.1% 232
2022
Q1 		$9.09M Sell
160,274
-15,582
-9% -$689K 0.06% 305
2021
Q4 		$5.1M Buy
175,856
+139,601
+385% +$4.38M 0.04% 408
2021
Q3 		$1.07M Sell
36,255
-2,930
-7% -$78.2K 0.01% 844
2021
Q2 		$1.23M Buy
39,185
+23,359
+148% +$627K 0.01% 771
2021
Q1 		$421K Buy
15,826
+1,325
+9% +$33.1K ﹤0.01% 1101
2020
Q4 		$251K Sell
14,501
-68,026
-82% -$933K ﹤0.01% 1198
2020
Q3 		$826K Sell
82,527
-22,744
-22% -$321K 0.01% 692
2020
Q2 		$1.93M Buy
105,271
+30,223
+40% +$476K 0.03% 426
2020
Q1 		$869K Buy
75,048
+21,609
+40% +$710K 0.02% 522
2019
Q4 		$2.2M Sell
53,439
-3,119
-6% -$125K 0.05% 323
2019
Q3 		$2.52M Sell
56,558
-1,778
-3% -$84.1K 0.07% 229
2019
Q2 		$2.93M Buy
58,336
+39,180
+205% +$2.2M 0.09% 180
2019
Q1 		$1.27M Buy
19,156
+4,883
+34% +$322K 0.09% 184
2018
Q4 		$876K Sell
14,273
-14,053
-50% -$988K 0.15% 166
2018
Q3 		$2.33M Buy
28,326
+14,754
+109% +$1.19M 0.13% 124
2018
Q2 		$1.14M Sell
13,572
-11,793
-46% -$942K 0.08% 148
2018
Q1 		$1.65M Sell
25,365
-447
-2% -$31.3K 0.13% 107
2017
Q4 		$1.9M Buy
25,812
+1,416
+6% +$96.1K 0.17% 93
2017
Q3 		$1.57M Sell
24,396
-846
-3% -$51.5K 0.15% 100
2017
Q2 		$1.51M Buy
25,242
+3,588
+17% +$220K 0.18% 100
2017
Q1 		$1.37M Buy
21,654
+7,077
+49% +$471K 0.25% 77
2016
Q4 		$1.04M Buy
+14,577
New +$1.04M 0.42% 53

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

AE Wealth Management's OXY Position: Q1 2026 in Review

AE Wealth Management increased its Occidental Petroleum (OXY) stake by 453% in Q1 2026, buying an estimated $2.85M and bringing the position to 69,263 shares worth $4.5M. The position accounts for 0.02% of the portfolio, ranked #447.

AE Wealth Management first reported a position in OXY in Q4 2016 and has held it in 38 quarters since. The position peaked at $30.1M in Q1 2023. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • AE Wealth Management held 69,263 shares of Occidental Petroleum worth $4.5M as of Q1 2026.
  • AE Wealth Management bought 56,742 Occidental Petroleum shares in Q1 2026, an estimated $2.85M.
  • Occidental Petroleum made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #447 holding.
  • AE Wealth Management first reported a position in Occidental Petroleum in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Occidental Petroleum position peaked at $30.1M in Q1 2023.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.