Jefferies Financial Group’s Occidental Petroleum OXY Stock Holding History

Jefferies Financial Group’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	$80.3K	Sell	1,235 -81,803	-99%	-$4.11M	﹤0.01%	1621
2025 Q4	$3.41M	Buy	83,038 +78,482	+1,723%	+$3.28M	0.02%	597
2025 Q3	$215K	Sell	4,556 -3,546	-44%	-$160K	﹤0.01%	1265
2025 Q2	$340K	Sell	8,102 -14,715	-64%	-$615K	﹤0.01%	988
2025 Q1	$1.13M	Buy	+22,817	New	+$1.11M	0.01%	767
2024 Q4	–	Sell	-38,862	Closed	-$2M	–	1769
2024 Q3	$2M	Sell	38,862 -54,838	-59%	-$3.13M	0.01%	597
2024 Q2	$5.91M	Buy	93,700 +45,600	+95%	+$2.92M	0.06%	248
2024 Q1	$3.13M	Buy	48,100 +9,399	+24%	+$561K	0.03%	438
2023 Q4	$2.31M	Sell	38,701 -89,465	-70%	-$5.46M	0.02%	656
2023 Q3	$8.32M	Buy	128,166 +24,396	+24%	+$1.53M	0.07%	206
2023 Q2	$6.1M	Sell	103,770 -259,704	-71%	-$15.6M	0.05%	307
2023 Q1	$22.7M	Sell	363,474 -20,034	-5%	-$1.24M	0.18%	97
2022 Q4	$24.2M	Buy	+383,508	New	+$26.1M	0.17%	94

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Jefferies Financial Group's OXY Position: Q1 2026 in Review

Jefferies Financial Group reduced its Occidental Petroleum (OXY) stake by 99% in Q1 2026, selling an estimated $4.11M and leaving 1,235 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Jefferies Financial Group first reported a position in OXY in Q4 2022 and has held it in 13 quarters since. The position peaked at $24.2M in Q4 2022. 1,296 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Jefferies Financial Group held 1,235 shares of Occidental Petroleum worth $80.3K as of Q1 2026.
Jefferies Financial Group sold 81,803 Occidental Petroleum shares in Q1 2026, an estimated $4.11M.
Occidental Petroleum made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1621 holding.
Jefferies Financial Group first reported a position in Occidental Petroleum in Q4 2022 and has held it in 13 quarters since.
Jefferies Financial Group's Occidental Petroleum position peaked at $24.2M in Q4 2022.
1,296 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.