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Principal Securities’s Occidental Petroleum OXY Stock Holding History

Principal Securities’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 		$396K Buy
6,096
+761
+14% +$38.3K 0.01% 1080
2025
Q4 		$219K Hold
5,335
– – ﹤0.01% 1286
2025
Q3 		$252K Sell
5,335
-317
-6% -$14.3K ﹤0.01% 1186
2025
Q2 		$237K Buy
5,652
+1,654
+41% +$69.1K ﹤0.01% 1162
2025
Q1 		$198K Hold
3,998
– – ﹤0.01% 1141
2024
Q4 		$198K Sell
3,998
-205
-5% -$10.4K ﹤0.01% 1140
2024
Q3 		$217K Buy
4,203
+40
+1% +$2.28K 0.01% 1071
2024
Q2 		$262K Buy
4,163
+306
+8% +$19.6K 0.01% 939
2024
Q1 		$251K Sell
3,857
-274
-7% -$16.4K 0.01% 927
2023
Q4 		$247K Buy
+4,131
New +$252K 0.01% 864

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

Principal Securities's OXY Position: Q1 2026 in Review

Principal Securities increased its Occidental Petroleum (OXY) stake by 14% in Q1 2026, buying an estimated $38.3K and bringing the position to 6,096 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #1080.

Principal Securities first reported a position in OXY in Q4 2023 and has held it in 10 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Principal Securities held 6,096 shares of Occidental Petroleum worth $396K as of Q1 2026.
  • Principal Securities bought 761 Occidental Petroleum shares in Q1 2026, an estimated $38.3K.
  • Occidental Petroleum made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1080 holding.
  • Principal Securities first reported a position in Occidental Petroleum in Q4 2023 and has held it in 10 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.