Journey Strategic Wealth’s Occidental Petroleum OXY Stock Holding History

Journey Strategic Wealth’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	$560K	Buy	8,614 +3,010	+54%	+$151K	0.01%	315
2025 Q4	$230K	Sell	5,604 -1,298	-19%	-$54.2K	0.01%	635
2025 Q3	$326K	Buy	6,902 +1,308	+23%	+$59.1K	0.01%	445
2025 Q2	$235K	Buy	5,594 +464	+9%	+$19.4K	0.01%	541
2025 Q1	$253K	Buy	5,130 +385	+8%	+$18.8K	0.01%	391
2024 Q4	$234K	Sell	4,745 -1,179	-20%	-$59.5K	0.01%	417
2024 Q3	$305K	Buy	5,924 +911	+18%	+$52K	0.01%	330
2024 Q2	$316K	Buy	+5,013	New	+$321K	0.01%	237
2023 Q2	–	Sell	-4,436	Closed	-$277K	–	250
2023 Q1	$277K	Buy	4,436 +1,072	+32%	+$66.6K	0.03%	169
2022 Q4	$212K	Sell	3,364 -359	-10%	-$24.4K	0.02%	206
2022 Q3	$229K	Buy	+3,723	New	+$238K	0.03%	135

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

Journey Strategic Wealth's OXY Position: Q1 2026 in Review

Journey Strategic Wealth increased its Occidental Petroleum (OXY) stake by 54% in Q1 2026, buying an estimated $151K and bringing the position to 8,614 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #315.

Journey Strategic Wealth first reported a position in OXY in Q3 2022 and has held it in 11 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Journey Strategic Wealth held 8,614 shares of Occidental Petroleum worth $560K as of Q1 2026.
Journey Strategic Wealth bought 3,010 Occidental Petroleum shares in Q1 2026, an estimated $151K.
Occidental Petroleum made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #315 holding.
Journey Strategic Wealth first reported a position in Occidental Petroleum in Q3 2022 and has held it in 11 quarters since.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.