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Kingsview Wealth Management’s Occidental Petroleum OXY Stock Holding History

Kingsview 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
2021
Q2 		– Sell
-400
Closed -$1K – 985
2021
Q1 		$1K Buy
+400
New +$10K ﹤0.01% 854

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

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

Kingsview Wealth Management reduced its Occidental Petroleum (OXY) stake by 27% in Q1 2026, selling an estimated $153K and leaving 8,232 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #885.

Kingsview Wealth Management first reported a position in OXY in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.28M in Q3 2023. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Kingsview Wealth Management held 8,232 shares of Occidental Petroleum worth $535K as of Q1 2026.
  • Kingsview Wealth Management sold 3,037 Occidental Petroleum shares in Q1 2026, an estimated $153K.
  • Occidental Petroleum made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #885 holding.
  • Kingsview Wealth Management first reported a position in Occidental Petroleum in Q2 2019 and has held it in 26 quarters since.
  • Kingsview Wealth Management's Occidental Petroleum position peaked at $1.28M in Q3 2023.
  • 1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.