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Barrett & Company’s Occidental Petroleum OXY Stock Holding History

Barrett & Company’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 		$6.5K Hold
100
– – ﹤0.01% 497
2025
Q4 		$4.11K Hold
100
– – ﹤0.01% 542
2025
Q3 		$4.72K Hold
100
– – ﹤0.01% 530
2025
Q2 		$4.2K Hold
100
– – ﹤0.01% 545
2025
Q1 		$4.94K Hold
100
– – ﹤0.01% 496
2024
Q4 		$4.94K Hold
100
– – ﹤0.01% 495
2024
Q3 		$5.15K Hold
100
– – ﹤0.01% 484
2024
Q2 		$6.3K Hold
100
– – ﹤0.01% 468
2024
Q1 		$6.5K Hold
100
– – ﹤0.01% 470
2023
Q4 		$5.97K Hold
100
– – ﹤0.01% 457
2023
Q3 		$6.49K Hold
100
– – ﹤0.01% 460
2023
Q2 		$5.88K Hold
100
– – ﹤0.01% 457
2023
Q1 		$6.24K Hold
100
– – ﹤0.01% 428
2022
Q4 		$6.3K Hold
100
– – ﹤0.01% 425
2022
Q3 		$6.3K Buy
+100
New +$6.4K ﹤0.01% 425

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

Barrett & Company's OXY Position: Q1 2026 in Review

Barrett & Company held its Occidental Petroleum (OXY) position steady in Q1 2026 at 100 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Barrett & Company first reported a position in OXY in Q3 2022 and has held it in 15 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Barrett & Company held 100 shares of Occidental Petroleum worth $6.5K as of Q1 2026.
  • Barrett & Company left its Occidental Petroleum share count unchanged in Q1 2026.
  • Occidental Petroleum made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #497 holding.
  • Barrett & Company first reported a position in Occidental Petroleum in Q3 2022 and has held it in 15 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.