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Kozak & Associates’s Occidental Petroleum OXY Stock Holding History

Kozak & Associates’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 		– Sell
-75
Closed -$3.21K – 455
2025
Q4 		$3.21K Buy
+75
New +$3.13K ﹤0.01% 340
2023
Q3 		– Sell
-54
Closed -$3.19K – 409
2023
Q2 		$3.19K Hold
54
– – ﹤0.01% 288
2023
Q1 		$3.35K Hold
54
– – ﹤0.01% 285
2022
Q4 		$3K Buy
54
+1
+2% +$68 ﹤0.01% 292
2022
Q3 		$3K Hold
53
– – ﹤0.01% 286
2022
Q2 		$3K Hold
53
– – ﹤0.01% 327
2022
Q1 		$3K Hold
53
– – ﹤0.01% 341
2021
Q4 		$3K Hold
53
– – ﹤0.01% 341
2021
Q3 		$2K Buy
+53
New +$1.42K ﹤0.01% 308

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Kozak & Associates's OXY Position: Q1 2026 in Review

Kozak & Associates sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 75 shares — an estimated $3.21K sold.

Kozak & Associates first reported a position in OXY in Q3 2021 and held it in 9 quarters. The position peaked at $3.35K in Q1 2023. 1,303 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Kozak & Associates reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
  • Kozak & Associates sold 75 Occidental Petroleum shares in Q1 2026, an estimated $3.21K.
  • Kozak & Associates first reported a position in Occidental Petroleum in Q3 2021 and held it in 9 quarters.
  • Kozak & Associates's Occidental Petroleum position peaked at $3.35K in Q1 2023.
  • 1,303 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Kozak & Associates's 13F filing for Q1 2026, filed 14 Apr 2026.