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Olistico Wealth’s Occidental Petroleum OXY Stock Holding History

Olistico Wealth’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 		– Sell
-370
Closed -$15.2K – 352
2025
Q4 		$15.2K Buy
+370
New +$15.4K 0.01% 230
2025
Q2 		– Sell
-200
Closed -$9.87K – 378
2025
Q1 		$9.87K Hold
200
– – 0.01% 251
2024
Q4 		$9.88K Hold
200
– – 0.01% 244
2024
Q3 		$10.3K Hold
200
– – 0.01% 242
2024
Q2 		$12.6K Buy
+200
New +$12.8K 0.01% 234

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Olistico Wealth's OXY Position: Q1 2026 in Review

Olistico Wealth sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 370 shares — an estimated $15.2K sold.

Olistico Wealth first reported a position in OXY in Q2 2024 and held it in 5 quarters. The position peaked at $15.2K in Q4 2025. 1,299 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Olistico Wealth reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
  • Olistico Wealth sold 370 Occidental Petroleum shares in Q1 2026, an estimated $15.2K.
  • Olistico Wealth first reported a position in Occidental Petroleum in Q2 2024 and held it in 5 quarters.
  • Olistico Wealth's Occidental Petroleum position peaked at $15.2K in Q4 2025.
  • 1,299 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Olistico Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.