Focused Wealth Management’s Occidental Petroleum OXY Stock Holding History

Focused Wealth 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
2026 Q1	–	Sell	-3,500	Closed	-$144K	–	253
2025 Q4	$144K	Buy	+3,500	New	+$146K	0.02%	193
2022 Q3	–	Sell	-8,000	Closed	-$31K	–	1026
2022 Q2	$31K	Buy	+8,000	New	+$491K	0.01%	341
2021 Q1	–	Sell	-8,000	Closed	-$12K	–	978
2020 Q4	$12K	Buy	+8,000	New	+$110K	﹤0.01%	539
2014 Q4	–	Sell	-15,657	Closed	-$1K	–	693
2014 Q3	$1K	Buy	+15,657	New	+$1.5M	﹤0.01%	649

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

Focused Wealth Management's OXY Position: Q1 2026 in Review

Focused Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 2,675 shares — an estimated $110K sold.

Focused Wealth Management first reported a position in OXY in Q3 2013 and held it in 31 quarters. The position peaked at $264K in Q2 2018. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Focused Wealth Management reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
Focused Wealth Management sold 2,675 Occidental Petroleum shares in Q1 2026, an estimated $110K.
Focused Wealth Management first reported a position in Occidental Petroleum in Q3 2013 and held it in 31 quarters.
Focused Wealth Management's Occidental Petroleum position peaked at $264K in Q2 2018.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.