Osaic Holdings’s Occidental Petroleum OXY Stock Holding History

Osaic Holdings’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	$96.6K	Buy	623 +605	+3,361%	+$30.4K	﹤0.01%	4716
2025 Q4	$10.6K	Sell	18 -21	-54%	-$876	﹤0.01%	6318
2025 Q3	$25.8K	Sell	39 -2	-5%	-$90	﹤0.01%	5765
2025 Q2	$18.7K	Buy	41 +39	+1,950%	+$1.63K	﹤0.01%	5768
2025 Q1	$1.31K	Buy	+2	New	+$98	﹤0.01%	6739
2024 Q1	–	Sell	-5	Closed	-$9.78K	–	7345
2023 Q4	$9.78K	Hold	5	–	–	﹤0.01%	5841
2023 Q3	$12.9K	Hold	5	–	–	﹤0.01%	5790
2023 Q2	$10.1K	Hold	5	–	–	﹤0.01%	5955
2023 Q1	$12.4K	Hold	5	–	–	﹤0.01%	5854
2022 Q4	$13K	Hold	5	–	–	﹤0.01%	5816
2022 Q3	$13K	Sell	5 -5	-50%	-$320	﹤0.01%	5873
2022 Q2	$14K	Sell	10 -5	-33%	-$307	﹤0.01%	5862
2022 Q1	$5K	Buy	+15	New	+$663	﹤0.01%	6492
2021 Q1	–	Sell	-15	Closed	-$4K	–	6911
2020 Q4	$4K	Buy	+15	New	+$206	﹤0.01%	5868
2020 Q3	–	Sell	-20	Closed	-$11K	–	6353
2020 Q2	$11K	Buy	+20	New	+$315	﹤0.01%	5142

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

Osaic Holdings's OXY Position: Q1 2026 in Review

Osaic Holdings increased its Occidental Petroleum (OXY) stake by 5% in Q1 2026, buying an estimated $780K and bringing the position to 323,502 shares worth $21M. The position accounts for 0.03% of the portfolio, ranked #554.

Osaic Holdings first reported a position in OXY in Q1 2020 and has held it in 25 quarters since. The position peaked at $21M in Q2 2022. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Osaic Holdings held 323,502 shares of Occidental Petroleum worth $21M as of Q1 2026.
Osaic Holdings bought 15,507 Occidental Petroleum shares in Q1 2026, an estimated $780K.
Occidental Petroleum made up 0.03% of Osaic Holdings's portfolio in Q1 2026, its #554 holding.
Osaic Holdings first reported a position in Occidental Petroleum in Q1 2020 and has held it in 25 quarters since.
Osaic Holdings's Occidental Petroleum position peaked at $21M in Q2 2022.
1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.