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JPL Wealth Management’s Occidental Petroleum OXY Stock Holding History

JPL Wealth Management’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 		$82.9K Buy
+1,276
New +$64.2K 0.02% 176
2025
Q4 		– Sell
-1,103
Closed -$52.1K – 814
2025
Q3 		$52.1K Buy
+1,103
New +$49.8K 0.01% 246

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
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

JPL Wealth Management's OXY Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Occidental Petroleum (OXY) in Q1 2026: 1,276 shares worth $82.9K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in OXY as recently as Q3 2025.

JPL Wealth Management first reported a position in OXY in Q3 2025 and has held it in 2 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • JPL Wealth Management held 1,276 shares of Occidental Petroleum worth $82.9K as of Q1 2026.
  • Occidental Petroleum was a new JPL Wealth Management position in Q1 2026.
  • Occidental Petroleum made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #176 holding.
  • JPL Wealth Management first reported a position in Occidental Petroleum in Q3 2025 and has held it in 2 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.