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Larson Financial Group’s Occidental Petroleum OXY Stock Holding History

Larson Financial Group’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
2023
Q2 		– Sell
-100
Closed -$350 – 1614
2023
Q1 		$350 Buy
+100
New +$6.21K ﹤0.01% 1441

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

Larson Financial Group's OXY Position: Q1 2026 in Review

Larson Financial Group increased its Occidental Petroleum (OXY) stake by 32% in Q1 2026, buying an estimated $45.1K and bringing the position to 3,740 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #663.

Larson Financial Group first reported a position in OXY in Q4 2018 and has held it in 30 quarters since. The position peaked at $298K in Q2 2025. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Larson Financial Group held 3,740 shares of Occidental Petroleum worth $243K as of Q1 2026.
  • Larson Financial Group bought 896 Occidental Petroleum shares in Q1 2026, an estimated $45.1K.
  • Occidental Petroleum made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #663 holding.
  • Larson Financial Group first reported a position in Occidental Petroleum in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's Occidental Petroleum position peaked at $298K in Q2 2025.
  • 1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.