Global Wealth Strategies & Associates’s Occidental Petroleum OXY Stock Holding History

Global Wealth Strategies & Associates’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	-14	Closed	-$576	–	588
2025 Q4	$576	Buy	+14	New	+$584	﹤0.01%	489
2025 Q1	–	Sell	-1,111	Closed	-$54.9K	–	501
2024 Q4	$54.9K	Buy	1,111 +104	+10%	+$5.25K	0.02%	101
2024 Q3	$51.9K	Buy	1,007 +4	+0.4%	+$228	0.02%	96
2024 Q2	$63.2K	Hold	1,003	–	–	0.02%	77
2024 Q1	$65.2K	Hold	1,003	–	–	0.02%	77
2023 Q4	$59.9K	Hold	1,003	–	–	0.02%	75
2023 Q3	$65.1K	Hold	1,003	–	–	0.03%	67
2023 Q2	$59K	Hold	1,003	–	–	0.03%	68
2023 Q1	$62.6K	Hold	1,003	–	–	0.03%	68
2022 Q4	$63.2K	Buy	+1,003	New	+$68.3K	0.04%	70

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Global Wealth Strategies & Associates's OXY Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 14 shares — an estimated $576 sold.

Global Wealth Strategies & Associates first reported a position in OXY in Q4 2022 and held it in 10 quarters. The position peaked at $65.2K in Q1 2024. 1,299 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Global Wealth Strategies & Associates reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 14 Occidental Petroleum shares in Q1 2026, an estimated $576.
Global Wealth Strategies & Associates first reported a position in Occidental Petroleum in Q4 2022 and held it in 10 quarters.
Global Wealth Strategies & Associates's Occidental Petroleum position peaked at $65.2K in Q1 2024.
1,299 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.