Focus Partners Wealth
OXY icon

Focus Partners Wealth’s Occidental Petroleum OXY Stock Holding History

Focus Partners Wealth’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 		$11.7M Buy
179,793
+59,931
+50% +$3.01M 0.01% 675
2025
Q4 		$4.93M Buy
119,862
+52,754
+79% +$2.2M 0.01% 948
2025
Q3 		$3.17M Sell
67,108
-3,132
-4% -$142K 0.01% 883
2025
Q2 		$2.95M Buy
70,240
+10,546
+18% +$441K 0.01% 805
2025
Q1 		$2.95M Buy
59,694
+4,795
+9% +$234K 0.01% 755
2024
Q4 		$2.71M Sell
54,899
-92,417
-63% -$4.67M 0.01% 772
2024
Q3 		$36.6M Buy
147,316
+41,386
+39% +$2.36M 0.12% 180
2024
Q2 		$6.62M Buy
105,930
+101,541
+2,314% +$6.51M 0.02% 448
2024
Q1 		$285K Buy
+4,389
New +$262K ﹤0.01% 849

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

Focus Partners Wealth's OXY Position: Q1 2026 in Review

Focus Partners Wealth increased its Occidental Petroleum (OXY) stake by 50% in Q1 2026, buying an estimated $3.01M and bringing the position to 179,793 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #675.

Focus Partners Wealth first reported a position in OXY in Q1 2024 and has held it in 9 quarters since. The position peaked at $36.6M in Q3 2024. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Focus Partners Wealth held 179,793 shares of Occidental Petroleum worth $11.7M as of Q1 2026.
  • Focus Partners Wealth bought 59,931 Occidental Petroleum shares in Q1 2026, an estimated $3.01M.
  • Occidental Petroleum made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #675 holding.
  • Focus Partners Wealth first reported a position in Occidental Petroleum in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Occidental Petroleum position peaked at $36.6M in Q3 2024.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.