Diversify Advisory Services’s Occidental Petroleum OXY Stock Holding History

Diversify Advisory Services’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	$313K	Sell	5,151 -11,169	-68%	-$562K	0.05%	166
2025 Q4	$697K	Sell	16,320 -304	-2%	-$12.7K	0.02%	495
2025 Q3	$680K	Sell	16,624 -1,547	-9%	-$69.9K	0.02%	471
2025 Q2	$802K	Buy	18,171 +2,574	+17%	+$108K	0.03%	385
2025 Q1	$629K	Sell	15,597 -656	-4%	-$32K	0.04%	305
2024 Q4	$834K	Sell	16,253 -4,071	-20%	-$206K	0.05%	256
2024 Q3	$1.06M	Sell	20,324 -1,313	-6%	-$74.9K	0.06%	247
2024 Q2	$1.32M	Sell	21,637 -186,495	-90%	-$12M	0.07%	198
2024 Q1	$13.8M	Buy	+208,132	New	+$12.4M	0.81%	28

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

Diversify Advisory Services's OXY Position: Q1 2026 in Review

Diversify Advisory Services reduced its Occidental Petroleum (OXY) stake by 68% in Q1 2026, selling an estimated $562K and leaving 5,151 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #166.

Diversify Advisory Services first reported a position in OXY in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.8M in Q1 2024. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Diversify Advisory Services held 5,151 shares of Occidental Petroleum worth $313K as of Q1 2026.
Diversify Advisory Services sold 11,169 Occidental Petroleum shares in Q1 2026, an estimated $562K.
Occidental Petroleum made up 0.05% of Diversify Advisory Services's portfolio in Q1 2026, its #166 holding.
Diversify Advisory Services first reported a position in Occidental Petroleum in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Occidental Petroleum position peaked at $13.8M in Q1 2024.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.