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Empire Financial Management Company’s Occidental Petroleum OXY Stock Holding History

Empire Financial Management Company’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 		– Sell
-10,358
Closed -$426K – 219
2025
Q4 		$426K Sell
10,358
-850
-8% -$35.5K 0.09% 166
2025
Q3 		$530K Hold
11,208
– – 0.12% 149
2025
Q2 		$471K Sell
11,208
-175
-2% -$7.31K 0.14% 147
2025
Q1 		$562K Buy
11,383
+5,000
+78% +$244K 0.17% 132
2024
Q4 		$315K Hold
6,383
– – 0.1% 168
2024
Q3 		$329K Buy
6,383
+250
+4% +$14.3K 0.1% 170
2024
Q2 		$387K Buy
6,133
+100
+2% +$6.41K 0.13% 155
2024
Q1 		$392K Buy
6,033
+400
+7% +$23.9K 0.13% 160
2023
Q4 		$336K Sell
5,633
-2,500
-31% -$153K 0.13% 158
2023
Q3 		$528K Buy
8,133
+2,500
+44% +$157K 0.23% 112
2023
Q2 		$331K Buy
+5,633
New +$338K 0.13% 157

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Empire Financial Management Company's OXY Position: Q1 2026 in Review

Empire Financial Management Company sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 10,358 shares — an estimated $426K sold.

Empire Financial Management Company first reported a position in OXY in Q2 2023 and held it in 11 quarters. The position peaked at $562K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Empire Financial Management Company reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
  • Empire Financial Management Company sold 10,358 Occidental Petroleum shares in Q1 2026, an estimated $426K.
  • Empire Financial Management Company first reported a position in Occidental Petroleum in Q2 2023 and held it in 11 quarters.
  • Empire Financial Management Company's Occidental Petroleum position peaked at $562K in Q1 2025.
  • 1,299 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.