LPL Financial
OXY icon

LPL Financial’s Occidental Petroleum OXY Stock Holding History

LPL Financial’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
2025
Q2 		– Sell
-8,500
Closed -$420K – 5658
2025
Q1 		$420K Sell
8,500
-5,000
-37% -$244K ﹤0.01% 4325
2024
Q4 		$667K Buy
13,500
+8,000
+145% +$404K ﹤0.01% 3838
2024
Q3 		$283K Buy
+5,500
New +$314K ﹤0.01% 4481

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

LPL Financial's OXY Position: Q1 2026 in Review

LPL Financial increased its Occidental Petroleum (OXY) stake by 18% in Q1 2026, buying an estimated $5.63M and bringing the position to 718,395 shares worth $46.7M. The position accounts for 0.01% of the portfolio, ranked #955.

LPL Financial first reported a position in OXY in Q2 2013 and has held it in 52 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • LPL Financial held 718,395 shares of Occidental Petroleum worth $46.7M as of Q1 2026.
  • LPL Financial bought 112,041 Occidental Petroleum shares in Q1 2026, an estimated $5.63M.
  • Occidental Petroleum made up 0.01% of LPL Financial's portfolio in Q1 2026, its #955 holding.
  • LPL Financial first reported a position in Occidental Petroleum in Q2 2013 and has held it in 52 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.