Portfolio Design Labs’s Occidental Petroleum OXY Stock Holding History

Portfolio Design Labs’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	$1.31M	Sell	20,173 -13,840	-41%	-$696K	0.23%	89
2025 Q4	$1.4M	Buy	34,013 +789	+2%	+$32.9K	0.23%	112
2025 Q3	$1.57M	Buy	+33,224	New	+$1.5M	0.27%	84
2025 Q1	–	Sell	-4,221	Closed	-$209K	–	233
2024 Q4	$209K	Buy	+4,221	New	+$213K	0.04%	190

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

Portfolio Design Labs's OXY Position: Q1 2026 in Review

Portfolio Design Labs reduced its Occidental Petroleum (OXY) stake by 41% in Q1 2026, selling an estimated $696K and leaving 20,173 shares worth $1.31M. The position accounts for 0.23% of the portfolio, ranked #89.

Portfolio Design Labs first reported a position in OXY in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.57M in Q3 2025. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Portfolio Design Labs held 20,173 shares of Occidental Petroleum worth $1.31M as of Q1 2026.
Portfolio Design Labs sold 13,840 Occidental Petroleum shares in Q1 2026, an estimated $696K.
Occidental Petroleum made up 0.23% of Portfolio Design Labs's portfolio in Q1 2026, its #89 holding.
Portfolio Design Labs first reported a position in Occidental Petroleum in Q4 2024 and has held it in 4 quarters since.
Portfolio Design Labs's Occidental Petroleum position peaked at $1.57M in Q3 2025.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.