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NewEdge Advisors’s Occidental Petroleum OXY Stock Holding History

NewEdge 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 		$3.68M Buy
56,645
+695
+1% +$35K 0.01% 814
2025
Q4 		$2.3M Sell
55,950
-10,826
-16% -$452K 0.01% 1000
2025
Q3 		$3.16M Buy
66,776
+7,917
+13% +$358K 0.01% 799
2025
Q2 		$2.47M Sell
58,859
-979
-2% -$40.9K 0.01% 832
2025
Q1 		$2.95M Sell
59,838
-5,984
-9% -$292K 0.02% 695
2024
Q4 		$3.25M Sell
65,822
-5,622
-8% -$284K 0.02% 635
2024
Q3 		$3.68M Sell
71,444
-39
-0.1% -$2.23K 0.02% 575
2024
Q2 		$4.51M Sell
71,483
-11,466
-14% -$735K 0.03% 479
2024
Q1 		$5.39M Buy
82,949
+1,388
+2% +$82.9K 0.05% 371
2023
Q4 		$4.75M Buy
81,561
+5,350
+7% +$326K 0.05% 365
2023
Q3 		$4.94M Buy
76,211
+25,363
+50% +$1.6M 0.05% 324
2023
Q2 		$2.99M Sell
50,848
-31,467
-38% -$1.89M 0.03% 457
2023
Q1 		$5.12M Buy
82,315
+10,101
+14% +$628K 0.06% 299
2022
Q4 		$2.52M Sell
72,214
-18,964
-21% -$1.29M 0.07% 292
2022
Q3 		$5.6M Buy
91,178
+6,086
+7% +$390K 0.09% 221
2022
Q2 		$5.01M Buy
85,092
+50,234
+144% +$3.09M 0.08% 234
2022
Q1 		$1.98M Buy
34,858
+23,305
+202% +$1.03M 0.03% 423
2021
Q4 		$335K Sell
11,553
-1,220
-10% -$38.3K 0.01% 1266
2021
Q3 		$378K Sell
12,773
-15,594
-55% -$416K 0.01% 832
2021
Q2 		$887K Sell
28,367
-7,310
-20% -$196K 0.02% 531
2021
Q1 		$950K Buy
35,677
+22,659
+174% +$567K 0.03% 475
2020
Q4 		$225K Buy
13,018
+740
+6% +$10.1K 0.01% 858
2020
Q3 		$123K Sell
12,278
-4,724
-28% -$66.6K ﹤0.01% 864
2020
Q2 		$311K Sell
17,002
-1,989
-10% -$31.3K 0.01% 662
2020
Q1 		$220K Buy
18,991
+8,005
+73% +$263K 0.01% 681
2019
Q4 		$452K Sell
10,986
-3,052
-22% -$122K 0.02% 557
2019
Q3 		$612K Buy
14,038
+5,128
+58% +$242K 0.03% 442
2019
Q2 		$448K Buy
8,910
+915
+11% +$51.5K 0.03% 426
2019
Q1 		$529K Buy
7,995
+85
+1% +$5.6K 0.03% 386
2018
Q4 		$486 Sell
7,910
-4,804
-38% -$338K 0.03% 376
2018
Q3 		$1.04M Buy
12,714
+1,742
+16% +$141K 0.08% 228
2018
Q2 		$905 Buy
10,972
+733
+7% +$58.5K 0.08% 222
2018
Q1 		$662K Sell
10,239
-1,792
-15% -$125K 0.08% 235
2017
Q4 		$905K Buy
12,031
+409
+4% +$27.8K 0.12% 174
2017
Q3 		$744K Buy
11,622
+1,107
+11% +$67.4K 0.12% 179
2017
Q2 		$618K Sell
10,515
-2,145
-17% -$131K 0.11% 174
2017
Q1 		$800K Buy
12,660
+3,261
+35% +$217K 0.18% 125
2016
Q4 		$651K Buy
9,399
+1,490
+19% +$106K 0.18% 121
2016
Q3 		$577K Buy
7,909
+2,242
+40% +$168K 0.18% 107
2016
Q2 		$425K Buy
+5,667
New +$423K 0.18% 109

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

NewEdge Advisors's OXY Position: Q1 2026 in Review

NewEdge Advisors increased its Occidental Petroleum (OXY) stake by 1.2% in Q1 2026, buying an estimated $35K and bringing the position to 56,645 shares worth $3.68M. The position accounts for 0.01% of the portfolio, ranked #814.

NewEdge Advisors first reported a position in OXY in Q2 2016 and has held it in 40 quarters since. The position peaked at $5.6M in Q3 2022. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • NewEdge Advisors held 56,645 shares of Occidental Petroleum worth $3.68M as of Q1 2026.
  • NewEdge Advisors bought 695 Occidental Petroleum shares in Q1 2026, an estimated $35K.
  • Occidental Petroleum made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #814 holding.
  • NewEdge Advisors first reported a position in Occidental Petroleum in Q2 2016 and has held it in 40 quarters since.
  • NewEdge Advisors's Occidental Petroleum position peaked at $5.6M in Q3 2022.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.