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Badgley Phelps Wealth Managers’s Occidental Petroleum OXY Stock Holding History

Badgley Phelps Wealth Managers’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 		$838K Sell
12,843
-220
-2% -$11.1K 0.02% 213
2025
Q4 		$540K Buy
13,063
+2,121
+19% +$88.5K 0.01% 231
2025
Q3 		$520K Sell
10,942
-112
-1% -$5.06K 0.01% 223
2025
Q2 		$467K Buy
11,054
+2
+0% +$84 0.01% 221
2025
Q1 		$548K Buy
11,052
+2
+0% +$98 0.01% 207
2024
Q4 		$548K Buy
11,050
+84
+0.8% +$4.24K 0.01% 203
2024
Q3 		$568K Buy
10,966
+343
+3% +$19.6K 0.01% 199
2024
Q2 		$672K Sell
10,623
-680
-6% -$43.6K 0.02% 185
2024
Q1 		$737K Sell
11,303
-88
-0.8% -$5.26K 0.02% 179
2023
Q4 		$682K Buy
+11,391
New +$695K 0.02% 178

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

Badgley Phelps Wealth Managers's OXY Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Occidental Petroleum (OXY) stake by 1.7% in Q1 2026, selling an estimated $11.1K and leaving 12,843 shares worth $838K. The position accounts for 0.02% of the portfolio, ranked #213.

Badgley Phelps Wealth Managers first reported a position in OXY in Q4 2023 and has held it in 10 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Badgley Phelps Wealth Managers held 12,843 shares of Occidental Petroleum worth $838K as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 220 Occidental Petroleum shares in Q1 2026, an estimated $11.1K.
  • Occidental Petroleum made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #213 holding.
  • Badgley Phelps Wealth Managers first reported a position in Occidental Petroleum in Q4 2023 and has held it in 10 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.