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Berger Financial Group’s Occidental Petroleum OXY Stock Holding History

Berger Financial Group’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 		$347K Sell
5,340
-582
-10% -$29.3K 0.02% 343
2025
Q4 		$244K Sell
5,922
-422
-7% -$17.6K 0.01% 415
2025
Q3 		$300K Sell
6,344
-567
-8% -$25.6K 0.02% 357
2025
Q2 		$290K Sell
6,911
-1,017
-13% -$42.5K 0.02% 343
2025
Q1 		$391K Buy
7,928
+799
+11% +$39K 0.03% 294
2024
Q4 		$352K Buy
7,129
+451
+7% +$22.8K 0.02% 303
2024
Q3 		$344K Buy
6,678
+2,950
+79% +$168K 0.02% 282
2024
Q2 		$235K Buy
+3,728
New +$239K 0.02% 332

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

Berger Financial Group's OXY Position: Q1 2026 in Review

Berger Financial Group reduced its Occidental Petroleum (OXY) stake by 9.8% in Q1 2026, selling an estimated $29.3K and leaving 5,340 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #343.

Berger Financial Group first reported a position in OXY in Q2 2024 and has held it in 8 quarters since. The position peaked at $391K in Q1 2025. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Berger Financial Group held 5,340 shares of Occidental Petroleum worth $347K as of Q1 2026.
  • Berger Financial Group sold 582 Occidental Petroleum shares in Q1 2026, an estimated $29.3K.
  • Occidental Petroleum made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #343 holding.
  • Berger Financial Group first reported a position in Occidental Petroleum in Q2 2024 and has held it in 8 quarters since.
  • Berger Financial Group's Occidental Petroleum position peaked at $391K in Q1 2025.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.