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Pinnacle Wealth Management Advisory Group’s Occidental Petroleum OXY Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$606K Buy
9,328
+1,503
+19% +$75.6K 0.04% 236
2025
Q4 		$322K Buy
7,825
+609
+8% +$25.4K 0.02% 380
2025
Q3 		$341K Buy
7,216
+28
+0.4% +$1.26K 0.03% 287
2025
Q2 		$302K Buy
7,188
+61
+0.9% +$2.55K 0.03% 293
2025
Q1 		$352K Sell
7,127
-108
-1% -$5.27K 0.03% 259
2024
Q4 		$357K Sell
7,235
-677
-9% -$34.2K 0.03% 258
2024
Q3 		$408K Sell
7,912
-934
-11% -$53.3K 0.04% 228
2024
Q2 		$558K Buy
8,846
+863
+11% +$55.3K 0.06% 177
2024
Q1 		$519K Buy
7,983
+35
+0.4% +$2.09K 0.06% 186
2023
Q4 		$475K Buy
+7,948
New +$485K 0.06% 190
2023
Q2 		– Sell
-3,386
Closed -$211K – 342
2023
Q1 		$211K Buy
3,386
+161
+5% +$10K 0.03% 290
2022
Q4 		$203K Buy
+3,225
New +$220K 0.03% 278

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

Pinnacle Wealth Management Advisory Group's OXY Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Occidental Petroleum (OXY) stake by 19% in Q1 2026, buying an estimated $75.6K and bringing the position to 9,328 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #236.

Pinnacle Wealth Management Advisory Group first reported a position in OXY in Q4 2022 and has held it in 12 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 9,328 shares of Occidental Petroleum worth $606K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 1,503 Occidental Petroleum shares in Q1 2026, an estimated $75.6K.
  • Occidental Petroleum made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #236 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Occidental Petroleum in Q4 2022 and has held it in 12 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.