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Moran Wealth Management’s Occidental Petroleum OXY Stock Holding History

Moran Wealth Management’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 		$3.71M Buy
57,093
+17,786
+45% +$894K 0.11% 232
2025
Q4 		$1.62M Buy
39,307
+14,424
+58% +$602K 0.05% 307
2025
Q3 		$1.18M Buy
24,883
+1,698
+7% +$76.7K 0.04% 330
2025
Q2 		$974K Buy
23,185
+1,106
+5% +$46.2K 0.03% 330
2025
Q1 		$1.09M Buy
22,079
+2,035
+10% +$99.4K 0.04% 303
2024
Q4 		$990K Sell
20,044
-2,018
-9% -$102K 0.03% 296
2024
Q3 		$1.14M Sell
22,062
-1,382
-6% -$78.9K 0.04% 295
2024
Q2 		$1.48M Buy
23,444
+1,252
+6% +$80.3K 0.05% 262
2024
Q1 		$1.44M Sell
22,192
-2,321
-9% -$139K 0.05% 273
2023
Q4 		$1.46M Buy
24,513
+4,097
+20% +$250K 0.05% 272
2023
Q3 		$1.32M Buy
20,416
+7,507
+58% +$472K 0.05% 240
2023
Q2 		$759K Buy
+12,909
New +$774K 0.03% 267
2023
Q1 		– Sell
-4,669
Closed -$294K – 368
2022
Q4 		$294K Buy
+4,669
New +$318K 0.01% 322

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

Moran Wealth Management's OXY Position: Q1 2026 in Review

Moran Wealth Management increased its Occidental Petroleum (OXY) stake by 45% in Q1 2026, buying an estimated $894K and bringing the position to 57,093 shares worth $3.71M. The position accounts for 0.11% of the portfolio, ranked #232.

Moran Wealth Management first reported a position in OXY in Q4 2022 and has held it in 13 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Moran Wealth Management held 57,093 shares of Occidental Petroleum worth $3.71M as of Q1 2026.
  • Moran Wealth Management bought 17,786 Occidental Petroleum shares in Q1 2026, an estimated $894K.
  • Occidental Petroleum made up 0.11% of Moran Wealth Management's portfolio in Q1 2026, its #232 holding.
  • Moran Wealth Management first reported a position in Occidental Petroleum in Q4 2022 and has held it in 13 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.