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Geneos Wealth Management’s Occidental Petroleum OXY Stock Holding History

Geneos 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 		$304K Buy
4,673
+101
+2% +$5.08K 0.01% 829
2025
Q4 		$188K Sell
4,572
-70
-2% -$2.92K ﹤0.01% 945
2025
Q3 		$219K Sell
4,642
-3,128
-40% -$141K 0.01% 872
2025
Q2 		$326K Sell
7,770
-6,586
-46% -$275K 0.01% 837
2025
Q1 		$709K Buy
14,356
+12,094
+535% +$590K 0.01% 776
2024
Q4 		$112K Sell
2,262
-706
-24% -$35.7K ﹤0.01% 1030
2024
Q3 		$153K Buy
2,968
+1,036
+54% +$59.1K 0.01% 847
2024
Q2 		$122K Buy
1,932
+158
+9% +$10.1K 0.01% 817
2024
Q1 		$115K Sell
1,774
-106
-6% -$6.33K 0.01% 820
2023
Q4 		$112K Sell
1,880
-1,780
-49% -$109K 0.01% 808
2023
Q3 		$237K Sell
3,660
-6,733
-65% -$424K 0.01% 640
2023
Q2 		$611K Buy
10,393
+106
+1% +$6.36K 0.03% 425
2023
Q1 		$642K Sell
10,287
-2,737
-21% -$170K 0.04% 390
2022
Q4 		$820K Buy
13,024
+3,817
+41% +$260K 0.05% 310
2022
Q3 		$565K Sell
9,207
-15,019
-62% -$961K 0.04% 375
2022
Q2 		$1.46M Buy
24,226
+15,248
+170% +$937K 0.07% 247
2022
Q1 		$509K Sell
8,978
-1,375
-13% -$60.8K 0.02% 529
2021
Q4 		$300K Sell
10,353
-738
-7% -$23.2K 0.01% 734
2021
Q3 		$345K Sell
11,091
-1,384
-11% -$36.9K 0.01% 671
2021
Q2 		$406K Buy
12,475
+600
+5% +$16.1K 0.02% 616
2021
Q1 		$301K Sell
11,875
-844
-7% -$21.1K 0.01% 794
2020
Q4 		$347K Sell
12,719
-1,523
-11% -$20.9K 0.01% 637
2020
Q3 		$145K Sell
14,242
-107
-0.7% -$1.51K 0.01% 796
2020
Q2 		$253K Buy
14,349
+495
+4% +$7.8K 0.01% 595
2020
Q1 		$160K Buy
13,854
+2,554
+23% +$83.9K 0.01% 683
2019
Q4 		$453K Sell
11,300
-724
-6% -$29K 0.02% 459
2019
Q3 		$542K Buy
12,024
+4,641
+63% +$219K 0.03% 393
2019
Q2 		$371K Sell
7,383
-151
-2% -$8.5K 0.02% 497
2019
Q1 		$498K Sell
7,534
-115
-2% -$7.58K 0.03% 394
2018
Q4 		$462K Sell
7,649
-272
-3% -$19.1K 0.03% 394
2018
Q3 		$650K Buy
7,921
+562
+8% +$45.4K 0.04% 333
2018
Q2 		$615K Sell
7,359
-313
-4% -$25K 0.05% 290
2018
Q1 		$498K Sell
7,672
-61,205
-89% -$4.28M 0.04% 306
2017
Q4 		$5.08M Buy
68,877
+3,116
+5% +$211K 0.45% 58
2017
Q3 		$4.23M Sell
65,761
-1,240
-2% -$75.5K 0.42% 65
2017
Q2 		$4.03M Buy
67,001
+10,170
+18% +$623K 0.41% 68
2017
Q1 		$3.62M Buy
56,831
+49,748
+702% +$3.31M 0.38% 67
2016
Q4 		$504K Buy
7,083
+679
+11% +$48.2K 0.07% 245
2016
Q3 		$467K Buy
6,404
+408
+7% +$30.5K 0.06% 255
2016
Q2 		$453K Sell
5,996
-8
-0.1% -$598 0.07% 261
2016
Q1 		$409K Buy
+6,004
New +$402K 0.06% 271

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

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

Geneos Wealth Management increased its Occidental Petroleum (OXY) stake by 2.2% in Q1 2026, buying an estimated $5.08K and bringing the position to 4,673 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #829.

Geneos Wealth Management first reported a position in OXY in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.08M in Q4 2017. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Geneos Wealth Management held 4,673 shares of Occidental Petroleum worth $304K as of Q1 2026.
  • Geneos Wealth Management bought 101 Occidental Petroleum shares in Q1 2026, an estimated $5.08K.
  • Occidental Petroleum made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #829 holding.
  • Geneos Wealth Management first reported a position in Occidental Petroleum in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Occidental Petroleum position peaked at $5.08M in Q4 2017.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.