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Keynote Financial Services’s Occidental Petroleum OXY Stock Holding History

Keynote Financial 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 		$3.29M Sell
50,610
-167
-0.3% -$8.4K 1.75% 11
2025
Q4 		$2.09M Buy
50,777
+1,173
+2% +$49K 1.17% 19
2025
Q3 		$2.34M Buy
49,604
+887
+2% +$40.1K 1.41% 14
2025
Q2 		$2.05M Buy
48,717
+1,326
+3% +$55.4K 1.38% 14
2025
Q1 		$2.34M Buy
47,391
+2,684
+6% +$131K 1.67% 10
2024
Q4 		$2.21M Buy
44,707
+6,164
+16% +$311K 1.69% 11
2024
Q3 		$1.99M Buy
38,543
+4,785
+14% +$273K 1.52% 10
2024
Q2 		$2.13M Buy
33,758
+590
+2% +$37.8K 1.78% 9
2024
Q1 		$2.16M Buy
+33,168
New +$1.98M 1.81% 8

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

Keynote Financial Services's OXY Position: Q1 2026 in Review

Keynote Financial Services reduced its Occidental Petroleum (OXY) stake by 0.33% in Q1 2026, selling an estimated $8.4K and leaving 50,610 shares worth $3.29M. The position accounts for 1.75% of the portfolio, ranked #11.

Keynote Financial Services first reported a position in OXY in Q1 2024 and has held it in 9 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Keynote Financial Services held 50,610 shares of Occidental Petroleum worth $3.29M as of Q1 2026.
  • Keynote Financial Services sold 167 Occidental Petroleum shares in Q1 2026, an estimated $8.4K.
  • Occidental Petroleum made up 1.75% of Keynote Financial Services's portfolio in Q1 2026, its #11 holding.
  • Keynote Financial Services first reported a position in Occidental Petroleum in Q1 2024 and has held it in 9 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.