Lido Advisors
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Lido Advisors’s Occidental Petroleum OXY Stock Holding History

Lido Advisors’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
Q3 		– Sell
-1,000
Closed -$58.8K – 1279
2023
Q2 		$58.8K Buy
+1,000
New +$60K ﹤0.01% 1177

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

Lido Advisors's OXY Position: Q1 2026 in Review

Lido Advisors increased its Occidental Petroleum (OXY) stake by 292% in Q1 2026, buying an estimated $2.8M and bringing the position to 74,863 shares worth $4.88M. The position accounts for 0.01% of the portfolio, ranked #461.

Lido Advisors first reported a position in OXY in Q2 2018 and has held it in 23 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Lido Advisors held 74,863 shares of Occidental Petroleum worth $4.88M as of Q1 2026.
  • Lido Advisors bought 55,760 Occidental Petroleum shares in Q1 2026, an estimated $2.8M.
  • Occidental Petroleum made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #461 holding.
  • Lido Advisors first reported a position in Occidental Petroleum in Q2 2018 and has held it in 23 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.