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Gilpin Wealth Management’s Occidental Petroleum OXY Stock Holding History

Gilpin 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
Q3 		$9.46K Sell
171
-225
-57% -$12.9K 0.01% 350
2026
Q2 		$19.2K Hold
396
– – 0.01% 269
2026
Q1 		$25.7K Sell
396
-143
-27% -$7.19K 0.02% 233
2025
Q4 		$22.2K Buy
+539
New +$22.5K 0.02% 231

Other funds holding OXY

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Gilpin Wealth Management's OXY Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Occidental Petroleum (OXY) stake by 57% in Q3 2026, selling an estimated $12.9K and leaving 171 shares worth $9.46K. The position accounts for 0.01% of the portfolio, ranked #350.

Gilpin Wealth Management first reported a position in OXY in Q4 2025 and has held it in 4 quarters since. The position peaked at $25.7K in Q1 2026. 53 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Gilpin Wealth Management held 171 shares of Occidental Petroleum worth $9.46K as of Q3 2026.
  • Gilpin Wealth Management sold 225 Occidental Petroleum shares in Q3 2026, an estimated $12.9K.
  • Occidental Petroleum made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #350 holding.
  • Gilpin Wealth Management first reported a position in Occidental Petroleum in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Occidental Petroleum position peaked at $25.7K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.