AWA
OXY icon

Arkadios Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Arkadios Wealth Advisors’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
2025
Q2 		– Sell
-1,400
Closed -$69.1K – 1353
2025
Q1 		$69.1K Buy
+1,400
New +$68.4K ﹤0.01% 1090

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

Arkadios Wealth Advisors's OXY Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Occidental Petroleum (OXY) stake by 47% in Q1 2026, buying an estimated $968K and bringing the position to 60,427 shares worth $3.93M. The position accounts for 0.06% of the portfolio, ranked #316.

Arkadios Wealth Advisors first reported a position in OXY in Q4 2019 and has held it in 22 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Arkadios Wealth Advisors held 60,427 shares of Occidental Petroleum worth $3.93M as of Q1 2026.
  • Arkadios Wealth Advisors bought 19,244 Occidental Petroleum shares in Q1 2026, an estimated $968K.
  • Occidental Petroleum made up 0.06% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #316 holding.
  • Arkadios Wealth Advisors first reported a position in Occidental Petroleum in Q4 2019 and has held it in 22 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.