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Kestra Advisory Services’s Occidental Petroleum OXY Stock Holding History

Kestra 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
2025
Q1 		– Sell
-8,000
Closed -$395K – 2858
2024
Q4 		$395K Buy
+8,000
New +$404K ﹤0.01% 2033

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

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

Kestra Advisory Services reduced its Occidental Petroleum (OXY) stake by 2.4% in Q1 2026, selling an estimated $145K and leaving 116,233 shares worth $7.56M. The position accounts for 0.03% of the portfolio, ranked #580.

Kestra Advisory Services first reported a position in OXY in Q3 2020 and has held it in 23 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Kestra Advisory Services held 116,233 shares of Occidental Petroleum worth $7.56M as of Q1 2026.
  • Kestra Advisory Services sold 2,887 Occidental Petroleum shares in Q1 2026, an estimated $145K.
  • Occidental Petroleum made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #580 holding.
  • Kestra Advisory Services first reported a position in Occidental Petroleum in Q3 2020 and has held it in 23 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.