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PCG Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

PCG Wealth Advisors’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
-5,722
Closed -$235K – 171
2025
Q4 		$235K Sell
5,722
-245
-4% -$10.2K 0.07% 140
2025
Q3 		$282K Buy
+5,967
New +$270K 0.08% 126

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

PCG Wealth Advisors's OXY Position: Q1 2026 in Review

PCG Wealth Advisors sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 5,722 shares — an estimated $235K sold.

PCG Wealth Advisors first reported a position in OXY in Q3 2025 and held it in 2 quarters. The position peaked at $282K in Q3 2025. 1,299 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • PCG Wealth Advisors reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
  • PCG Wealth Advisors sold 5,722 Occidental Petroleum shares in Q1 2026, an estimated $235K.
  • PCG Wealth Advisors first reported a position in Occidental Petroleum in Q3 2025 and held it in 2 quarters.
  • PCG Wealth Advisors's Occidental Petroleum position peaked at $282K in Q3 2025.
  • 1,299 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.