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Medallion Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Medallion Wealth 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
2026
Q1 		$101K Hold
1,548
– – 0.03% 353
2025
Q4 		$63.7K Hold
1,548
– – 0.02% 434
2025
Q3 		$73.1K Sell
1,548
-442
-22% -$20K 0.03% 406
2025
Q2 		$83.7K Buy
1,990
+50
+3% +$2.09K 0.03% 373
2025
Q1 		$95.8K Buy
1,940
+40
+2% +$1.95K 0.04% 313
2024
Q4 		$95.8K Buy
+1,900
New +$96K 0.05% 305

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

Medallion Wealth Advisors's OXY Position: Q1 2026 in Review

Medallion Wealth Advisors held its Occidental Petroleum (OXY) position steady in Q1 2026 at 1,548 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #353.

Medallion Wealth Advisors first reported a position in OXY in Q4 2024 and has held it in 6 quarters since. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Medallion Wealth Advisors held 1,548 shares of Occidental Petroleum worth $101K as of Q1 2026.
  • Medallion Wealth Advisors left its Occidental Petroleum share count unchanged in Q1 2026.
  • Occidental Petroleum made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #353 holding.
  • Medallion Wealth Advisors first reported a position in Occidental Petroleum in Q4 2024 and has held it in 6 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.