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Pinnacle Wealth Planning Services’s Occidental Petroleum OXY Stock Holding History

Pinnacle Wealth Planning Services’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 		$234K Sell
3,598
-162
-4% -$8.15K 0.02% 425
2025
Q4 		$155K Sell
3,760
-1,482
-28% -$61.8K 0.02% 574
2025
Q3 		$248K Sell
5,242
-746
-12% -$33.7K 0.03% 380
2025
Q2 		$252K Buy
5,988
+1,560
+35% +$65.2K 0.03% 347
2025
Q1 		$219K Buy
+4,428
New +$216K 0.03% 338
2024
Q4 		– Sell
-5,736
Closed -$296K – 518
2024
Q3 		$296K Buy
5,736
+722
+14% +$41.2K 0.04% 311
2024
Q2 		$316K Sell
5,014
-46
-0.9% -$2.95K 0.05% 277
2024
Q1 		$329K Buy
5,060
+4
+0.1% +$239 0.05% 276
2023
Q4 		$302K Sell
5,056
-35
-0.7% -$2.14K 0.05% 269
2023
Q3 		$330K Sell
5,091
-8
-0.2% -$503 0.05% 235
2023
Q2 		$300K Buy
5,099
+97
+2% +$5.82K 0.05% 259
2023
Q1 		$312K Buy
5,002
+104
+2% +$6.46K 0.05% 261
2022
Q4 		$309K Buy
4,898
+261
+6% +$17.8K 0.05% 259
2022
Q3 		$285K Buy
4,637
+50
+1% +$3.2K 0.05% 252
2022
Q2 		$270K Buy
4,587
+233
+5% +$14.3K 0.05% 268
2022
Q1 		$247K Buy
+4,354
New +$193K 0.05% 320
2021
Q1 		– Sell
-3,867
Closed -$67K – 1466
2020
Q4 		$67K Buy
+3,867
New +$53K 0.02% 656

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 Planning Services's OXY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Occidental Petroleum (OXY) stake by 4.3% in Q1 2026, selling an estimated $8.15K and leaving 3,598 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #425.

Pinnacle Wealth Planning Services first reported a position in OXY in Q4 2020 and has held it in 17 quarters since. The position peaked at $330K in Q3 2023. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,598 shares of Occidental Petroleum worth $234K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 162 Occidental Petroleum shares in Q1 2026, an estimated $8.15K.
  • Occidental Petroleum made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #425 holding.
  • Pinnacle Wealth Planning Services first reported a position in Occidental Petroleum in Q4 2020 and has held it in 17 quarters since.
  • Pinnacle Wealth Planning Services's Occidental Petroleum position peaked at $330K in Q3 2023.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.