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NWAM LLC’s Occidental Petroleum OXY Stock Holding History

NWAM LLC’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 		$970K Buy
14,927
+8,606
+136% +$433K 0.06% 300
2025
Q4 		$263K Sell
6,321
-7,921
-56% -$331K 0.01% 533
2025
Q3 		$625K Buy
14,242
+6,207
+77% +$280K 0.03% 368
2025
Q2 		$352K Buy
8,035
+73
+0.9% +$3.05K 0.02% 475
2025
Q1 		$393K Buy
7,962
+1,497
+23% +$73.1K 0.03% 362
2024
Q4 		$319K Sell
6,465
-3,522
-35% -$178K 0.02% 470
2024
Q3 		$515K Buy
+9,987
New +$570K 0.03% 377
2024
Q2 		– Sell
-8,819
Closed -$574K – 412
2024
Q1 		$574K Sell
8,819
-2,495
-22% -$149K 0.05% 311
2023
Q4 		$676K Buy
11,314
+395
+4% +$24.1K 0.05% 288
2023
Q3 		$708K Buy
10,919
+669
+7% +$42.1K 0.07% 242
2023
Q2 		$603K Buy
10,250
+526
+5% +$31.6K 0.05% 298
2023
Q1 		$607K Buy
9,724
+996
+11% +$61.9K 0.06% 242
2022
Q4 		$550K Buy
8,728
+5,320
+156% +$362K 0.05% 300
2022
Q3 		$209K Buy
+3,408
New +$218K 0.02% 455
2020
Q1 		– Sell
-6,235
Closed -$257K – 400
2019
Q4 		$257K Sell
6,235
-3,591
-37% -$144K 0.04% 330
2019
Q3 		$437K Buy
9,826
+4,756
+94% +$225K 0.08% 226
2019
Q2 		$255K Buy
+5,070
New +$285K 0.05% 297
2018
Q4 		– Sell
-2,474
Closed -$203K – 345
2018
Q3 		$203K Buy
2,474
+1
+0% +$81 0.05% 319
2018
Q2 		$207K Buy
+2,473
New +$198K 0.05% 305
2018
Q1 		– Sell
-3,311
Closed -$244K – 355
2017
Q4 		$244K Sell
3,311
-127
-4% -$8.62K 0.06% 259
2017
Q3 		$221K Sell
3,438
-586
-15% -$35.7K 0.06% 282
2017
Q2 		$241K Sell
4,024
-330
-8% -$20.2K 0.04% 259
2017
Q1 		$276K Buy
4,354
+182
+4% +$12.1K 0.08% 229
2016
Q4 		$297K Sell
4,172
-945
-18% -$67.1K 0.1% 204
2016
Q3 		$373K Buy
+5,117
New +$383K 0.03% 170
2016
Q1 		– Sell
-3,211
Closed -$217K – 264
2015
Q4 		$217K Buy
+3,211
New +$231K 0.09% 211

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

NWAM LLC's OXY Position: Q1 2026 in Review

NWAM LLC increased its Occidental Petroleum (OXY) stake by 136% in Q1 2026, buying an estimated $433K and bringing the position to 14,927 shares worth $970K. The position accounts for 0.06% of the portfolio, ranked #300.

NWAM LLC first reported a position in OXY in Q4 2015 and has held it in 26 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • NWAM LLC held 14,927 shares of Occidental Petroleum worth $970K as of Q1 2026.
  • NWAM LLC bought 8,606 Occidental Petroleum shares in Q1 2026, an estimated $433K.
  • Occidental Petroleum made up 0.06% of NWAM LLC's portfolio in Q1 2026, its #300 holding.
  • NWAM LLC first reported a position in Occidental Petroleum in Q4 2015 and has held it in 26 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.