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Fortem Financial Group’s Occidental Petroleum OXY Stock Holding History

Fortem Financial Group’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
-6,429
Closed -$264K – 182
2025
Q4 		$264K Sell
6,429
-2,360
-27% -$98.5K 0.07% 145
2025
Q3 		$415K Sell
8,789
-6,725
-43% -$304K 0.12% 119
2025
Q2 		$652K Sell
15,514
-1,200
-7% -$50.2K 0.21% 100
2025
Q1 		$825K Buy
16,714
+1,039
+7% +$50.7K 0.32% 86
2024
Q4 		$775K Sell
15,675
-725
-4% -$36.6K 0.3% 95
2024
Q3 		$845K Sell
16,400
-2,550
-13% -$146K 0.34% 87
2024
Q2 		$1.19M Sell
18,950
-2,733
-13% -$175K 0.51% 63
2024
Q1 		$1.41M Sell
21,683
-2,150
-9% -$128K 0.62% 50
2023
Q4 		$1.42M Sell
23,833
-2,100
-8% -$128K 0.71% 39
2023
Q3 		$1.68M Sell
25,933
-2,617
-9% -$165K 0.99% 26
2023
Q2 		$1.68M Sell
28,550
-6,100
-18% -$366K 1% 28
2023
Q1 		$2.16M Sell
34,650
-5,189
-13% -$322K 1.41% 16
2022
Q4 		$2.51M Sell
39,839
-811
-2% -$55.2K 1.47% 15
2022
Q3 		$2.5M Sell
40,650
-250
-0.6% -$16K 1.73% 11
2022
Q2 		$2.41M Buy
40,900
+1,100
+3% +$67.6K 1.57% 11
2022
Q1 		$2.26M Buy
39,800
+350
+0.9% +$15.5K 0.99% 34
2021
Q4 		$1.14M Sell
39,450
-500
-1% -$15.7K 0.52% 70
2021
Q3 		$1.18M Sell
39,950
-1,000
-2% -$26.7K 0.6% 61
2021
Q2 		$1.28M Sell
40,950
-250
-0.6% -$6.71K 0.65% 57
2021
Q1 		$1.1M Buy
41,200
+4,000
+11% +$100K 0.64% 64
2020
Q4 		$644K Buy
37,200
+7,900
+27% +$108K 0.39% 83
2020
Q3 		$293K Buy
29,300
+13,000
+80% +$183K 0.21% 117
2020
Q2 		$298K Sell
16,300
-4,200
-20% -$66.2K 0.23% 95
2020
Q1 		$237K Buy
+20,500
New +$673K 0.22% 92

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

Fortem Financial Group's OXY Position: Q1 2026 in Review

Fortem Financial Group sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 6,429 shares — an estimated $264K sold.

Fortem Financial Group first reported a position in OXY in Q1 2020 and held it in 24 quarters. The position peaked at $2.51M in Q4 2022. 1,299 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Fortem Financial Group reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
  • Fortem Financial Group sold 6,429 Occidental Petroleum shares in Q1 2026, an estimated $264K.
  • Fortem Financial Group first reported a position in Occidental Petroleum in Q1 2020 and held it in 24 quarters.
  • Fortem Financial Group's Occidental Petroleum position peaked at $2.51M in Q4 2022.
  • 1,299 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.