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Oakwell Private Wealth Management’s Occidental Petroleum OXY Stock Holding History

Oakwell Private 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 		$410K Sell
6,311
-1,619
-20% -$81.4K 0.07% 60
2025
Q4 		$326K Buy
7,930
+6
+0.1% +$250 0.06% 62
2025
Q3 		$374K Sell
7,924
-200
-2% -$9.04K 0.08% 62
2025
Q2 		$341K Hold
8,124
– – 0.08% 60
2025
Q1 		$401K Hold
8,124
– – 0.11% 53
2024
Q4 		$401K Buy
+8,124
New +$410K 0.11% 49

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

Oakwell Private Wealth Management's OXY Position: Q1 2026 in Review

Oakwell Private Wealth Management reduced its Occidental Petroleum (OXY) stake by 20% in Q1 2026, selling an estimated $81.4K and leaving 6,311 shares worth $410K. The position accounts for 0.07% of the portfolio, ranked #60.

Oakwell Private Wealth Management 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.

  • Oakwell Private Wealth Management held 6,311 shares of Occidental Petroleum worth $410K as of Q1 2026.
  • Oakwell Private Wealth Management sold 1,619 Occidental Petroleum shares in Q1 2026, an estimated $81.4K.
  • Occidental Petroleum made up 0.07% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Oakwell Private Wealth Management 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 Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.