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Family Management’s Occidental Petroleum OXY Stock Holding History

Family Management’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
2025
Q1 		– Sell
-4,200
Closed -$208K – 232
2024
Q4 		$208K Buy
+4,200
New +$212K 0.03% 156

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Family Management's OXY Position: Q1 2026 in Review

Family Management opened a new position in Occidental Petroleum (OXY) in Q1 2026: 6,641 shares worth $432K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings. This is a return to the name: Family Management previously reported a position in OXY as recently as Q3 2025.

Family Management first reported a position in OXY in Q2 2023 and has held it in 10 quarters since. 1,296 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Family Management held 6,641 shares of Occidental Petroleum worth $432K as of Q1 2026.
  • Occidental Petroleum was a new Family Management position in Q1 2026.
  • Occidental Petroleum made up 0.05% of Family Management's portfolio in Q1 2026, its #171 holding.
  • Family Management first reported a position in Occidental Petroleum in Q2 2023 and has held it in 10 quarters since.
  • 1,296 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.