Covestor’s Occidental Petroleum OXY Stock Holding History

Covestor’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	$1K	Sell	33 -32	-49%	-$1.61K	﹤0.01%	2109
2025 Q4	$1K	Hold	65	–	–	﹤0.01%	2133
2025 Q3	$2K	Hold	65	–	–	﹤0.01%	1973
2025 Q2	$1K	Sell	65 -8,718	-99%	-$364K	﹤0.01%	2066
2025 Q1	$429K	Hold	8,783	–	–	0.29%	29
2024 Q4	$242K	Buy	8,783 +1,543	+21%	+$77.9K	0.15%	101
2024 Q3	$215K	Hold	7,240	–	–	0.13%	147
2024 Q2	$298K	Hold	7,240	–	–	0.19%	63
2024 Q1	$312K	Hold	7,240	–	–	0.2%	44
2023 Q4	$282K	Buy	7,240 +1,269	+21%	+$77.4K	0.19%	53
2023 Q3	$258K	Hold	5,971	–	–	0.19%	59
2023 Q2	$222K	Buy	5,971 +5,906	+9,086%	+$354K	0.17%	88
2023 Q1	$3K	Hold	65	–	–	﹤0.01%	1694
2022 Q4	$3K	Hold	65	–	–	﹤0.01%	1709
2022 Q3	$3K	Hold	65	–	–	﹤0.01%	1633
2022 Q2	$4K	Buy	+65	New	+$3.99K	﹤0.01%	1480

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

Covestor's OXY Position: Q1 2026 in Review

Covestor increased its Occidental Petroleum (OXY) stake by 165% in Q1 2026, buying an estimated $37.2K and bringing the position to 1,188 shares worth $78K. The position accounts for 0.05% of the portfolio, ranked #412.

Covestor first reported a position in OXY in Q4 2021 and has held it in 18 quarters since. The position peaked at $133K in Q1 2023. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Covestor held 1,188 shares of Occidental Petroleum worth $78K as of Q1 2026.
Covestor bought 739 Occidental Petroleum shares in Q1 2026, an estimated $37.2K.
Occidental Petroleum made up 0.05% of Covestor's portfolio in Q1 2026, its #412 holding.
Covestor first reported a position in Occidental Petroleum in Q4 2021 and has held it in 18 quarters since.
Covestor's Occidental Petroleum position peaked at $133K in Q1 2023.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.