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Bell & Brown Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Bell & Brown 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
2026
Q1 		$6.02M Sell
92,687
-322
-0.3% -$16.2K 1.95% 18
2025
Q4 		$3.82M Buy
93,009
+3,428
+4% +$143K 1.23% 32
2025
Q3 		$4.23M Buy
89,581
+2,613
+3% +$118K 1.39% 29
2025
Q2 		$3.65M Buy
86,968
+1,362
+2% +$56.9K 1.3% 31
2025
Q1 		$4.23M Buy
85,606
+15,355
+22% +$750K 1.65% 27
2024
Q4 		$3.47M Buy
70,251
+26,103
+59% +$1.32M 1.29% 30
2024
Q3 		$2.28M Buy
44,148
+50
+0.1% +$2.85K 0.89% 42
2024
Q2 		$2.78M Sell
44,098
-1,184
-3% -$75.9K 1.06% 31
2024
Q1 		$2.94M Sell
45,282
-276
-0.6% -$16.5K 1.26% 30
2023
Q4 		$2.72M Buy
+45,558
New +$2.78M 1.26% 32
2023
Q2 		$2.72M Sell
46,273
-451
-1% -$27.1K 1.36% 30
2023
Q1 		$2.92M Sell
46,724
-9,885
-17% -$614K 1.55% 26
2022
Q4 		$3.57M Sell
56,609
-15,385
-21% -$1.05M 1.96% 20
2022
Q3 		$4.42M Sell
71,994
-53,515
-43% -$3.43M 2.73% 9
2022
Q2 		$7.39M Buy
125,509
+15,799
+14% +$970K 3.95% 3
2022
Q1 		$6.22M Sell
109,710
-46,585
-30% -$2.06M 2.82% 8
2021
Q4 		$6.34M Sell
156,295
-515
-0.3% -$16.2K 3.06% 6
2021
Q3 		$4.64M Buy
+156,810
New +$4.19M 2.5% 14
2020
Q3 		$879K Buy
89,060
+57,860
+185% +$816K 0.64% 50
2020
Q2 		$508K Buy
31,200
+645
+2% +$10.2K 0.4% 56
2020
Q1 		$451K Buy
30,555
+7,455
+32% +$245K 0.42% 57
2019
Q4 		$1.09M Buy
+23,100
New +$925K 0.81% 50

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

Bell & Brown Wealth Advisors's OXY Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its Occidental Petroleum (OXY) stake by 0.35% in Q1 2026, selling an estimated $16.2K and leaving 92,687 shares worth $6.02M. The position accounts for 1.95% of the portfolio, ranked #18.

Bell & Brown Wealth Advisors first reported a position in OXY in Q4 2019 and has held it in 22 quarters since. The position peaked at $7.39M in Q2 2022. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Bell & Brown Wealth Advisors held 92,687 shares of Occidental Petroleum worth $6.02M as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 322 Occidental Petroleum shares in Q1 2026, an estimated $16.2K.
  • Occidental Petroleum made up 1.95% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Bell & Brown Wealth Advisors first reported a position in Occidental Petroleum in Q4 2019 and has held it in 22 quarters since.
  • Bell & Brown Wealth Advisors's Occidental Petroleum position peaked at $7.39M in Q2 2022.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.