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M Holdings Securities’s Occidental Petroleum OXY Stock Holding History

M Holdings Securities’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
-13,917
Closed -$869K – 380
2023
Q1 		$869K Buy
+13,917
New +$865K 0.09% 175

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

M Holdings Securities's OXY Position: Q1 2026 in Review

M Holdings Securities reduced its Occidental Petroleum (OXY) stake by 56% in Q1 2026, selling an estimated $753K and leaving 11,837 shares worth $666K. The position accounts for 0.05% of the portfolio, ranked #227.

M Holdings Securities first reported a position in OXY in Q2 2014 and has held it in 30 quarters since. The position peaked at $1.1M in Q4 2025. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • M Holdings Securities held 11,837 shares of Occidental Petroleum worth $666K as of Q1 2026.
  • M Holdings Securities sold 14,964 Occidental Petroleum shares in Q1 2026, an estimated $753K.
  • Occidental Petroleum made up 0.05% of M Holdings Securities's portfolio in Q1 2026, its #227 holding.
  • M Holdings Securities first reported a position in Occidental Petroleum in Q2 2014 and has held it in 30 quarters since.
  • M Holdings Securities's Occidental Petroleum position peaked at $1.1M in Q4 2025.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.