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Legacy Wealth Management (Idaho)’s Occidental Petroleum OXY Stock Holding History

Legacy Wealth Management (Idaho)’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 		$34.1K Hold
525
– – 0.02% 324
2025
Q4 		$21.6K Hold
525
– – 0.01% 314
2025
Q3 		$24.8K Hold
525
– – 0.01% 247
2025
Q2 		$22.1K Hold
525
– – 0.01% 232
2025
Q1 		$25.9K Hold
525
– – 0.02% 211
2024
Q4 		$24.6K Sell
525
-70
-12% -$3.54K 0.02% 191
2024
Q3 		$30.4K Buy
+595
New +$34K 0.02% 160

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

Legacy Wealth Management (Idaho)'s OXY Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Occidental Petroleum (OXY) position steady in Q1 2026 at 525 shares worth $34.1K. The position accounts for 0.02% of the portfolio, ranked #324.

Legacy Wealth Management (Idaho) first reported a position in OXY in Q3 2024 and has held it in 7 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 525 shares of Occidental Petroleum worth $34.1K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Occidental Petroleum share count unchanged in Q1 2026.
  • Occidental Petroleum made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #324 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Occidental Petroleum in Q3 2024 and has held it in 7 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.