BIP Wealth’s Occidental Petroleum OXY Stock Holding History

BIP Wealth’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	$278K	Buy	+4,281	New	+$215K	0.01%	383
2025 Q4	–	Sell	-4,583	Closed	-$217K	–	458
2025 Q3	$217K	Buy	+4,583	New	+$207K	0.01%	288
2025 Q2	–	Sell	-4,090	Closed	-$202K	–	290
2025 Q1	$202K	Sell	4,090 -50	-1%	-$2.44K	0.01%	268
2024 Q4	$205K	Buy	+4,140	New	+$209K	0.01%	261

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

BIP Wealth's OXY Position: Q1 2026 in Review

BIP Wealth opened a new position in Occidental Petroleum (OXY) in Q1 2026: 4,281 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: BIP Wealth previously reported a position in OXY as recently as Q3 2025.

BIP Wealth first reported a position in OXY in Q4 2024 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

BIP Wealth held 4,281 shares of Occidental Petroleum worth $278K as of Q1 2026.
Occidental Petroleum was a new BIP Wealth position in Q1 2026.
Occidental Petroleum made up 0.01% of BIP Wealth's portfolio in Q1 2026, its #383 holding.
BIP Wealth first reported a position in Occidental Petroleum in Q4 2024 and has held it in 4 quarters since.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.