Private Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Private Wealth Partners’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	$2.23M	Sell	34,270 -5,215	-13%	-$262K	0.17%	66
2025 Q4	$1.62M	Sell	39,485 -1,900	-5%	-$79.3K	0.12%	80
2025 Q3	$1.96M	Buy	41,385 +9,495	+30%	+$429K	0.14%	67
2025 Q2	$1.34M	Sell	31,890 -23,310	-42%	-$974K	0.1%	82
2025 Q1	$2.72M	Sell	55,200 -15,900	-22%	-$776K	0.23%	62
2024 Q4	$3.51M	Buy	71,100 +19,585	+38%	+$989K	0.27%	54
2024 Q3	$2.66M	Buy	51,515 +7,350	+17%	+$419K	0.21%	57
2024 Q2	$2.78M	Buy	44,165 +11,055	+33%	+$709K	0.21%	55
2024 Q1	$2.15M	Buy	33,110 +6,225	+23%	+$372K	0.17%	58
2023 Q4	$1.61M	Buy	26,885 +10,450	+64%	+$638K	0.14%	67
2023 Q3	$1.07M	Buy	16,435 +2,435	+17%	+$153K	0.1%	74
2023 Q2	$823K	Buy	14,000 +2,825	+25%	+$169K	0.08%	91
2023 Q1	$698K	Buy	+11,175	New	+$694K	0.07%	101

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

Private Wealth Partners's OXY Position: Q1 2026 in Review

Private Wealth Partners reduced its Occidental Petroleum (OXY) stake by 13% in Q1 2026, selling an estimated $262K and leaving 34,270 shares worth $2.23M. The position accounts for 0.17% of the portfolio, ranked #66.

Private Wealth Partners first reported a position in OXY in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.51M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Private Wealth Partners held 34,270 shares of Occidental Petroleum worth $2.23M as of Q1 2026.
Private Wealth Partners sold 5,215 Occidental Petroleum shares in Q1 2026, an estimated $262K.
Occidental Petroleum made up 0.17% of Private Wealth Partners's portfolio in Q1 2026, its #66 holding.
Private Wealth Partners first reported a position in Occidental Petroleum in Q1 2023 and has held it in 13 quarters since.
Private Wealth Partners's Occidental Petroleum position peaked at $3.51M in Q4 2024.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

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