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Kestra Private Wealth Services’s Occidental Petroleum OXY Stock Holding History

Kestra Private Wealth 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
2026
Q1 		$391K Sell
6,023
-4,330
-42% -$218K ﹤0.01% 1322
2025
Q4 		$426K Sell
10,353
-737
-7% -$30.8K 0.01% 1260
2025
Q3 		$524K Sell
11,090
-2,722
-20% -$123K 0.01% 1067
2025
Q2 		$580K Sell
13,812
-3,274
-19% -$137K 0.01% 957
2025
Q1 		$843K Buy
17,086
+906
+6% +$44.2K 0.01% 741
2024
Q4 		$799K Buy
16,180
+6,212
+62% +$314K 0.01% 732
2024
Q3 		$514K Sell
9,968
-3,157
-24% -$180K 0.01% 864
2024
Q2 		$827K Buy
13,125
+1,596
+14% +$102K 0.02% 638
2024
Q1 		$749K Sell
11,529
-1,063
-8% -$63.5K 0.02% 643
2023
Q4 		$752K Buy
12,592
+1,354
+12% +$82.6K 0.02% 600
2023
Q3 		$729K Buy
11,238
+545
+5% +$34.3K 0.02% 547
2023
Q2 		$629K Buy
10,693
+960
+10% +$57.6K 0.02% 569
2023
Q1 		$608K Buy
9,733
+567
+6% +$35.2K 0.02% 546
2022
Q4 		$577K Sell
9,166
-529
-5% -$36K 0.03% 488
2022
Q3 		$596K Buy
9,695
+290
+3% +$18.6K 0.03% 453
2022
Q2 		$554K Buy
9,405
+2,107
+29% +$129K 0.03% 474
2022
Q1 		$414K Sell
7,298
-1,867
-20% -$82.6K 0.02% 637
2021
Q4 		$266K Sell
9,165
-1,532
-14% -$48.1K 0.01% 817
2021
Q3 		$316K Buy
10,697
+187
+2% +$4.99K 0.02% 685
2021
Q2 		$329K Sell
10,510
-250
-2% -$6.71K 0.02% 641
2021
Q1 		$286K Sell
10,760
-550
-5% -$13.8K 0.02% 612
2020
Q4 		$203K Sell
11,310
-2,484
-18% -$34.1K 0.02% 664
2020
Q3 		$138K Buy
+13,794
New +$195K 0.01% 630

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 Private Wealth Services's OXY Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Occidental Petroleum (OXY) stake by 42% in Q1 2026, selling an estimated $218K and leaving 6,023 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Kestra Private Wealth Services first reported a position in OXY in Q3 2020 and has held it in 23 quarters since. The position peaked at $843K in Q1 2025. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Kestra Private Wealth Services held 6,023 shares of Occidental Petroleum worth $391K as of Q1 2026.
  • Kestra Private Wealth Services sold 4,330 Occidental Petroleum shares in Q1 2026, an estimated $218K.
  • Occidental Petroleum made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1322 holding.
  • Kestra Private Wealth Services first reported a position in Occidental Petroleum in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Occidental Petroleum position peaked at $843K in Q1 2025.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.