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E&G Advisors’s Occidental Petroleum OXY Stock Holding History

E&G 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 		$266K Sell
4,086
-2,817
-41% -$142K 0.06% 195
2025
Q4 		$284K Hold
6,903
– – 0.06% 180
2025
Q3 		$326K Hold
6,903
– – 0.08% 168
2025
Q2 		$290K Sell
6,903
-100
-1% -$4.18K 0.08% 168
2025
Q1 		$346K Hold
7,003
– – 0.1% 149
2024
Q4 		$346K Sell
7,003
-2,450
-26% -$124K 0.09% 150
2024
Q3 		$487K Hold
9,453
– – 0.13% 125
2024
Q2 		$596K Sell
9,453
-150
-2% -$9.62K 0.18% 109
2024
Q1 		$624K Hold
9,603
– – 0.2% 102
2023
Q4 		$573K Sell
9,603
-3,508
-27% -$214K 0.2% 100
2023
Q3 		$851K Hold
13,111
– – 0.31% 76
2023
Q2 		$771K Buy
13,111
+2,036
+18% +$122K 0.27% 83
2023
Q1 		$691K Buy
11,075
+1,023
+10% +$63.6K 0.26% 87
2022
Q4 		$633K Buy
10,052
+731
+8% +$49.8K 0.24% 95
2022
Q3 		$573K Hold
9,321
– – 0.21% 97
2022
Q2 		$549K Hold
9,321
– – 0.19% 111
2022
Q1 		$529K Sell
9,321
-100
-1% -$4.42K 0.14% 125
2021
Q4 		$273K Hold
9,421
– – 0.07% 186
2021
Q3 		$279K Buy
+9,421
New +$251K 0.08% 183
2021
Q2 		– Sell
-9,818
Closed -$263K – 173
2021
Q1 		$261K Buy
+9,818
New +$246K 0.08% 179
2020
Q3 		– Sell
-10,818
Closed -$198K – 183
2020
Q2 		$198K Hold
10,818
– – 0.08% 172
2020
Q1 		$125K Sell
10,818
-1,756
-14% -$57.7K 0.06% 165
2019
Q4 		$518K Sell
12,574
-1,630
-11% -$65.3K 0.19% 114
2019
Q3 		$632K Sell
14,204
-63
-0.4% -$2.98K 0.25% 91
2019
Q2 		$717K Buy
14,267
+5
+0% +$281 0.31% 83
2019
Q1 		$944K Sell
14,262
-1,529
-10% -$101K 0.41% 65
2018
Q4 		$969K Buy
15,791
+2,933
+23% +$206K 0.44% 63
2018
Q3 		$1.06M Buy
12,858
+1,428
+12% +$115K 0.4% 66
2018
Q2 		$956K Buy
11,430
+1,031
+10% +$82.4K 0.4% 61
2018
Q1 		$675K Sell
10,399
-569
-5% -$39.8K 0.29% 82
2017
Q4 		$808K Sell
10,968
-2,800
-20% -$190K 0.34% 63
2017
Q3 		$884K Sell
13,768
-155
-1% -$9.44K 0.4% 56
2017
Q2 		$834K Sell
13,923
-1,400
-9% -$85.7K 0.4% 57
2017
Q1 		$971K Buy
15,323
+650
+4% +$43.2K 0.5% 48
2016
Q4 		$1.04M Sell
14,673
-660
-4% -$46.9K 0.62% 40
2016
Q3 		$1.12M Sell
15,333
-1,200
-7% -$89.8K 0.66% 35
2016
Q2 		$1.25M Sell
16,533
-668
-4% -$49.9K 0.76% 30
2016
Q1 		$1.18M Sell
17,201
-8,373
-33% -$561K 0.77% 30
2015
Q4 		$1.73M Buy
25,574
+1,302
+5% +$93.7K 1.03% 24
2015
Q3 		$1.6M Buy
24,272
+601
+3% +$42K 1.02% 25
2015
Q2 		$1.84M Hold
23,671
– – 1.07% 26
2015
Q1 		$1.73M Buy
23,671
+200
+0.9% +$15.5K 1.02% 26
2014
Q4 		$1.89M Sell
23,471
-2,656
-10% -$220K 1.23% 21
2014
Q3 		$2.41M Buy
26,127
+711
+3% +$68.2K 1.55% 17
2014
Q2 		$2.5M Buy
25,416
+4,384
+21% +$412K 1.61% 16
2014
Q1 		$1.92M Buy
21,032
+5,073
+32% +$453K 1.51% 17
2013
Q4 		$1.45M Buy
+15,959
New +$1.46M 1.36% 25

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

E&G Advisors's OXY Position: Q1 2026 in Review

E&G Advisors reduced its Occidental Petroleum (OXY) stake by 41% in Q1 2026, selling an estimated $142K and leaving 4,086 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #195.

E&G Advisors first reported a position in OXY in Q4 2013 and has held it in 47 quarters since. The position peaked at $2.5M in Q2 2014. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • E&G Advisors held 4,086 shares of Occidental Petroleum worth $266K as of Q1 2026.
  • E&G Advisors sold 2,817 Occidental Petroleum shares in Q1 2026, an estimated $142K.
  • Occidental Petroleum made up 0.06% of E&G Advisors's portfolio in Q1 2026, its #195 holding.
  • E&G Advisors first reported a position in Occidental Petroleum in Q4 2013 and has held it in 47 quarters since.
  • E&G Advisors's Occidental Petroleum position peaked at $2.5M in Q2 2014.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.