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Concorde Financial’s Occidental Petroleum OXY Stock Holding History

Concorde Financial’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 		$9.02M Buy
138,162
+2,420
+2% +$122K 7.08% 2
2025
Q4 		$6.14M Buy
135,742
+26,080
+24% +$1.09M 4.76% 7
2025
Q3 		$5.18M Sell
109,662
-9,006
-8% -$407K 2.87% 14
2025
Q2 		$4.99M Buy
118,668
+3,958
+3% +$165K 2.95% 15
2025
Q1 		$5.66M Buy
114,710
+5,813
+5% +$284K 3.12% 10
2024
Q4 		$5.41M Sell
108,897
-1,874
-2% -$94.7K 3.22% 12
2024
Q3 		$5.73M Buy
+110,771
New +$6.32M 3.38% 11

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

Concorde Financial's OXY Position: Q1 2026 in Review

Concorde Financial increased its Occidental Petroleum (OXY) stake by 1.8% in Q1 2026, buying an estimated $122K and bringing the position to 138,162 shares worth $9.02M. The position accounts for 7.08% of the portfolio, ranked #2.

Concorde Financial first reported a position in OXY in Q3 2024 and has held it in 7 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Concorde Financial held 138,162 shares of Occidental Petroleum worth $9.02M as of Q1 2026.
  • Concorde Financial bought 2,420 Occidental Petroleum shares in Q1 2026, an estimated $122K.
  • Occidental Petroleum made up 7.08% of Concorde Financial's portfolio in Q1 2026, its #2 holding.
  • Concorde Financial first reported a position in Occidental Petroleum in Q3 2024 and has held it in 7 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Concorde Financial's 13F filing for Q1 2026, filed 15 May 2026.