Concurrent Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Concurrent Investment 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	$909K	Buy	13,980 +2,599	+23%	+$131K	0.01%	913
2025 Q4	$468K	Buy	11,381 +3,960	+53%	+$165K	0.01%	1175
2025 Q3	$351K	Sell	7,421 -860	-10%	-$38.9K	0.01%	1080
2025 Q2	$348K	Buy	8,281 +1,197	+17%	+$50K	0.01%	997
2025 Q1	$350K	Buy	7,084 +2,696	+61%	+$132K	0.01%	858
2024 Q4	$217K	Sell	4,388 -755	-15%	-$38.1K	0.01%	962
2024 Q3	$265K	Buy	5,143 +1,770	+52%	+$101K	0.01%	828
2024 Q2	$213K	Buy	+3,373	New	+$216K	0.01%	856
2024 Q1	–	Sell	-4,394	Closed	-$262K	–	974
2023 Q4	$262K	Buy	+4,394	New	+$268K	0.01%	694

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

Concurrent Investment Advisors's OXY Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Occidental Petroleum (OXY) stake by 23% in Q1 2026, buying an estimated $131K and bringing the position to 13,980 shares worth $909K. The position accounts for 0.01% of the portfolio, ranked #913.

Concurrent Investment Advisors first reported a position in OXY in Q4 2023 and has held it in 9 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Concurrent Investment Advisors held 13,980 shares of Occidental Petroleum worth $909K as of Q1 2026.
Concurrent Investment Advisors bought 2,599 Occidental Petroleum shares in Q1 2026, an estimated $131K.
Occidental Petroleum made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #913 holding.
Concurrent Investment Advisors first reported a position in Occidental Petroleum in Q4 2023 and has held it in 9 quarters since.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.