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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
2022
Q3 		– Sell
-2,500
Closed -$147K – 173
2022
Q2 		$147K Buy
2,500
+1,500
+150% +$92.1K 0.1% 160
2022
Q1 		$6K Buy
+1,000
New +$44.2K ﹤0.01% 169

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

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. 1,293 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.
  • 1,293 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.