Carson Wealth (CWM LLC)’s Occidental Petroleum OXY Stock Holding History

Carson Wealth (CWM LLC)’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	$21M	Buy	323,166 +107,477	+50%	+$5.41M	0.06%	319
2025 Q4	$8.87M	Sell	215,689 -2,506	-1%	-$105K	0.02%	564
2025 Q3	$10.3M	Buy	218,195 +12,740	+6%	+$576K	0.03%	461
2025 Q2	$8.63M	Sell	205,455 -8,108	-4%	-$339K	0.03%	422
2025 Q1	$10.5M	Buy	213,563 +33,017	+18%	+$1.61M	0.04%	338
2024 Q4	$8.92M	Buy	180,546 +156,896	+663%	+$7.92M	0.04%	341
2024 Q3	$1.22M	Sell	23,650 -2,547	-10%	-$145K	0.01%	914
2024 Q2	$1.65M	Sell	26,197 -164,843	-86%	-$10.6M	0.01%	698
2024 Q1	$12.4M	Sell	191,040 -7,610	-4%	-$455K	0.06%	256
2023 Q4	$11.9M	Sell	198,650 -4,627	-2%	-$282K	0.06%	250
2023 Q3	$13.2M	Sell	203,277 -5,656	-3%	-$356K	0.08%	202
2023 Q2	$12.3M	Sell	208,933 -9,657	-4%	-$579K	0.08%	210
2023 Q1	$13.6M	Buy	218,590 +198,680	+998%	+$12.3M	0.09%	186
2022 Q4	$1.25M	Buy	19,910 +5,643	+40%	+$384K	0.01%	549
2022 Q3	$877K	Sell	14,267 -2,894	-17%	-$185K	0.01%	590
2022 Q2	$1.01M	Buy	17,161 +6,938	+68%	+$426K	0.01%	560
2022 Q1	$580K	Buy	10,223 +5,436	+114%	+$240K	﹤0.01%	684
2021 Q4	$139K	Buy	+4,787	New	+$150K	﹤0.01%	1172
2021 Q2	$116K	Hold	3,722	–	–	﹤0.01%	1084
2021 Q1	$116K	Hold	3,722	–	–	﹤0.01%	1084
2020 Q4	$116K	Hold	3,722	–	–	﹤0.01%	1084
2020 Q3	$116K	Hold	3,722	–	–	﹤0.01%	1084
2020 Q2	$116K	Hold	3,722	–	–	﹤0.01%	1083
2020 Q1	$116K	Hold	3,722	–	–	﹤0.01%	1083
2019 Q4	$116K	Hold	3,722	–	–	﹤0.01%	1083
2019 Q3	$116K	Hold	3,722	–	–	﹤0.01%	1082
2019 Q2	$116K	Hold	3,722	–	–	﹤0.01%	1082
2019 Q1	$116K	Sell	3,722 -252,305	-99%	-$16.6M	﹤0.01%	1082
2018 Q4	$15.7M	Sell	256,027 -6,141	-2%	-$432K	0.39%	63
2018 Q3	$21.5M	Sell	262,168 -5,798	-2%	-$469K	0.55%	47
2018 Q2	$22.4M	Sell	267,966 -146,631	-35%	-$11.7M	0.74%	36
2018 Q1	$26.9M	Sell	414,597 -5,122	-1%	-$358K	1.07%	25
2017 Q4	$30.9M	Sell	419,719 -32,426	-7%	-$2.2M	1.37%	21
2017 Q3	$29M	Sell	452,145 -23,879	-5%	-$1.45M	1.37%	15
2017 Q2	$28.5M	Buy	476,024 +91,342	+24%	+$5.59M	1.46%	17
2017 Q1	$24.4M	Sell	384,682 -8,424	-2%	-$560K	1.38%	19
2016 Q4	$28M	Buy	393,106 +40,787	+12%	+$2.9M	1.72%	9
2016 Q3	$25.7M	Buy	352,319 +44,628	+15%	+$3.34M	1.77%	5
2016 Q2	$23.2M	Buy	307,691 +43,911	+17%	+$3.28M	1.7%	5
2016 Q1	$18.1M	Buy	263,780 +43,974	+20%	+$2.95M	1.59%	7
2015 Q4	$14.8M	Buy	219,806 +41,426	+23%	+$2.98M	1.45%	11
2015 Q3	$11.8M	Buy	178,380 +101,376	+132%	+$7.08M	1.19%	23
2015 Q2	$5.98M	Buy	77,004 +10,859	+16%	+$848K	0.57%	70
2015 Q1	$4.82M	Buy	66,145 +23,928	+57%	+$1.85M	0.49%	84
2014 Q4	$3.4M	Buy	+42,217	New	+$3.5M	0.41%	95
2014 Q1	–	Sell	-397	Closed	-$36K	–	387
2013 Q4	$36K	Sell	397 -208	-34%	-$19K	0.01%	305
2013 Q3	$54K	Buy	+605	New	+$52K	0.01%	182

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

Carson Wealth (CWM LLC)'s OXY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Occidental Petroleum (OXY) stake by 50% in Q1 2026, buying an estimated $5.41M and bringing the position to 323,166 shares worth $21M. The position accounts for 0.06% of the portfolio, ranked #319.

Carson Wealth (CWM LLC) first reported a position in OXY in Q3 2013 and has held it in 47 quarters since. The position peaked at $30.9M in Q4 2017. 1,294 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Carson Wealth (CWM LLC) held 323,166 shares of Occidental Petroleum worth $21M as of Q1 2026.
Carson Wealth (CWM LLC) bought 107,477 Occidental Petroleum shares in Q1 2026, an estimated $5.41M.
Occidental Petroleum made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #319 holding.
Carson Wealth (CWM LLC) first reported a position in Occidental Petroleum in Q3 2013 and has held it in 47 quarters since.
Carson Wealth (CWM LLC)'s Occidental Petroleum position peaked at $30.9M in Q4 2017.
1,294 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.