Insigneo Advisory Services’s Occidental Petroleum OXY Stock Holding History

Insigneo Advisory Services’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	-16,725	Closed	-$688K	–	805
2025 Q4	$688K	Buy	16,725 +8,003	+92%	+$334K	0.05%	287
2025 Q3	$412K	Sell	8,722 -1,889	-18%	-$85.4K	0.03%	420
2025 Q2	$446K	Buy	10,611 +2,657	+33%	+$111K	0.04%	367
2025 Q1	$393K	Buy	7,954 +129	+2%	+$6.3K	0.04%	357
2024 Q4	$387K	Buy	7,825 +1,766	+29%	+$89.2K	0.04%	352
2024 Q3	$312K	Buy	6,059 +23	+0.4%	+$1.31K	0.03%	438
2024 Q2	$339K	Sell	6,036 -825	-12%	-$52.9K	0.04%	375
2024 Q1	$447K	Buy	6,861 +1,461	+27%	+$87.3K	0.05%	289
2023 Q4	$323K	Buy	5,400 +1,368	+34%	+$83.5K	0.05%	319
2023 Q3	$262K	Buy	+4,032	New	+$254K	0.05%	309

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Insigneo Advisory Services's OXY Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 16,725 shares — an estimated $688K sold.

Insigneo Advisory Services first reported a position in OXY in Q3 2023 and held it in 10 quarters. The position peaked at $688K in Q4 2025. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Insigneo Advisory Services reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 16,725 Occidental Petroleum shares in Q1 2026, an estimated $688K.
Insigneo Advisory Services first reported a position in Occidental Petroleum in Q3 2023 and held it in 10 quarters.
Insigneo Advisory Services's Occidental Petroleum position peaked at $688K in Q4 2025.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.