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Forum Financial Management’s Occidental Petroleum OXY Stock Holding History

Forum Financial 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
-16,730
Closed -$688K – 788
2025
Q4 		$688K Buy
16,730
+1,177
+8% +$49.1K 0.01% 353
2025
Q3 		$735K Buy
15,553
+1,480
+11% +$66.9K 0.01% 315
2025
Q2 		$591K Buy
14,073
+102
+0.7% +$4.26K 0.01% 352
2025
Q1 		$690K Buy
13,971
+3,091
+28% +$151K 0.01% 277
2024
Q4 		$538K Buy
10,880
+17
+0.2% +$859 0.01% 356
2024
Q3 		$560K Sell
10,863
-2,372
-18% -$135K 0.01% 301
2024
Q2 		$834K Sell
13,235
-562
-4% -$36K 0.02% 205
2024
Q1 		$897K Buy
13,797
+2,928
+27% +$175K 0.02% 205
2023
Q4 		$649K Sell
10,869
-9
-0.1% -$549 0.01% 232
2023
Q3 		$706K Buy
10,878
+68
+0.6% +$4.28K 0.02% 212
2023
Q2 		$636K Sell
10,810
-5
-0% -$300 0.01% 240
2023
Q1 		$675K Buy
10,815
+17
+0.2% +$1.06K 0.02% 203
2022
Q4 		$680K Sell
10,798
-293
-3% -$20K 0.02% 195
2022
Q3 		$682K Sell
11,091
-50
-0.4% -$3.2K 0.03% 162
2022
Q2 		$656K Sell
11,141
-6
-0.1% -$369 0.03% 187
2022
Q1 		$632K Sell
11,147
-50
-0.4% -$2.21K 0.03% 202
2021
Q4 		$325K Buy
+11,197
New +$351K 0.02% 380

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

Forum Financial Management's OXY Position: Q1 2026 in Review

Forum Financial Management sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 16,730 shares — an estimated $688K sold.

Forum Financial Management first reported a position in OXY in Q4 2021 and held it in 17 quarters. The position peaked at $897K in Q1 2024. 1,299 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Forum Financial Management reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 16,730 Occidental Petroleum shares in Q1 2026, an estimated $688K.
  • Forum Financial Management first reported a position in Occidental Petroleum in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Occidental Petroleum position peaked at $897K in Q1 2024.
  • 1,299 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.