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	$1.3M	Hold	20,000	–	–	0.01%	818
2025 Q4	$822K	Sell	20,000 -500	-2%	-$20.9K	﹤0.01%	1166
2025 Q3	$969K	Buy	+20,500	New	+$926K	﹤0.01%	887
2024 Q1	–	Sell	-60,000	Closed	-$3.58M	–	1917
2023 Q4	$3.58M	Hold	60,000	–	–	0.02%	502
2023 Q3	$3.89M	Buy	+60,000	New	+$3.78M	0.04%	411
2023 Q2	–	Sell	-187,500	Closed	-$11.7M	–	1920
2023 Q1	$11.7M	Sell	187,500 -62,500	-25%	-$3.88M	0.09%	183
2022 Q4	$15.7M	Buy	+250,000	New	+$17M	0.11%	150
2019 Q4	–	Sell	-1,150	Closed	-$5.11M	–	21
2019 Q3	$5.11M	Buy	+1,150	New	+$54.4K	0.92%	8

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

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. 1,292 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.
1,292 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.