Next Level Wealth Planning’s Occidental Petroleum OXY Stock Holding History

Next Level Wealth Planning’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	$703K	Hold	10,812	–	–	0.36%	25
2025 Q4	$445K	Hold	10,812	–	–	0.24%	34
2025 Q3	$511K	Hold	10,812	–	–	0.29%	30
2025 Q2	$454K	Sell	10,812 -100	-0.9%	-$4.18K	0.29%	27
2025 Q1	$539K	Hold	10,912	–	–	0.41%	20
2024 Q4	$539K	Buy	+10,912	New	+$551K	0.42%	18

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Next Level Wealth Planning's OXY Position: Q1 2026 in Review

Next Level Wealth Planning held its Occidental Petroleum (OXY) position steady in Q1 2026 at 10,812 shares worth $703K. The position accounts for 0.36% of the portfolio, ranked #25.

Next Level Wealth Planning first reported a position in OXY in Q4 2024 and has held it in 6 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Next Level Wealth Planning held 10,812 shares of Occidental Petroleum worth $703K as of Q1 2026.
Next Level Wealth Planning left its Occidental Petroleum share count unchanged in Q1 2026.
Occidental Petroleum made up 0.36% of Next Level Wealth Planning's portfolio in Q1 2026, its #25 holding.
Next Level Wealth Planning first reported a position in Occidental Petroleum in Q4 2024 and has held it in 6 quarters since.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.