NWF Advisory Services’s Occidental Petroleum OXY Stock Holding History

NWF Advisory Services’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	$16M	Buy	245,953 +20,963	+9%	+$1.05M	1.81%	10
2025 Q4	$9.25M	Buy	224,990 +16,145	+8%	+$674K	1.02%	25
2025 Q3	$9.87M	Buy	208,845 +8,850	+4%	+$400K	1.08%	26
2025 Q2	$8.4M	Buy	199,995 +9,517	+5%	+$398K	1%	27
2025 Q1	$9.4M	Sell	190,478 -7,098	-4%	-$347K	1.32%	20
2024 Q4	$9.8M	Buy	197,576 +43,059	+28%	+$2.17M	1.44%	21
2024 Q3	$7.96M	Buy	154,517 +49,210	+47%	+$2.81M	1.16%	23
2024 Q2	$6.64M	Buy	105,307 +6,340	+6%	+$407K	1.06%	27
2024 Q1	$6.43M	Buy	98,967 +23,225	+31%	+$1.39M	1.07%	26
2023 Q4	$4.52M	Buy	75,742 +13,334	+21%	+$814K	0.9%	28
2023 Q3	$4.05M	Buy	62,408 +4,480	+8%	+$282K	0.95%	25
2023 Q2	$3.41M	Hold	57,928	–	–	0.79%	30
2023 Q1	$3.41M	Buy	+57,928	New	+$3.6M	0.79%	30

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

NWF Advisory Services's OXY Position: Q1 2026 in Review

NWF Advisory Services increased its Occidental Petroleum (OXY) stake by 9.3% in Q1 2026, buying an estimated $1.05M and bringing the position to 245,953 shares worth $16M. The position accounts for 1.81% of the portfolio, ranked #10.

NWF Advisory Services first reported a position in OXY in Q1 2023 and has held it in 13 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

NWF Advisory Services held 245,953 shares of Occidental Petroleum worth $16M as of Q1 2026.
NWF Advisory Services bought 20,963 Occidental Petroleum shares in Q1 2026, an estimated $1.05M.
Occidental Petroleum made up 1.81% of NWF Advisory Services's portfolio in Q1 2026, its #10 holding.
NWF Advisory Services first reported a position in Occidental Petroleum in Q1 2023 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 NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.