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Prosperitas Financial’s Occidental Petroleum OXY Stock Holding History

Prosperitas Financial’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 		$5.33M Buy
81,981
+9,084
+12% +$457K 1.99% 19
2025
Q4 		$3M Buy
72,897
+1,888
+3% +$78.8K 1.17% 32
2025
Q3 		$3.36M Buy
71,009
+5,110
+8% +$231K 1.39% 29
2025
Q2 		$2.77M Buy
65,899
+9,706
+17% +$406K 1.3% 30
2025
Q1 		$2.77M Buy
56,193
+7,877
+16% +$385K 1.43% 25
2024
Q4 		$2.39M Buy
+48,316
New +$2.44M 1.21% 32

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Prosperitas Financial's OXY Position: Q1 2026 in Review

Prosperitas Financial increased its Occidental Petroleum (OXY) stake by 12% in Q1 2026, buying an estimated $457K and bringing the position to 81,981 shares worth $5.33M. The position accounts for 1.99% of the portfolio, ranked #19.

Prosperitas Financial first reported a position in OXY in Q4 2024 and has held it in 6 quarters since. 1,296 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Prosperitas Financial held 81,981 shares of Occidental Petroleum worth $5.33M as of Q1 2026.
  • Prosperitas Financial bought 9,084 Occidental Petroleum shares in Q1 2026, an estimated $457K.
  • Occidental Petroleum made up 1.99% of Prosperitas Financial's portfolio in Q1 2026, its #19 holding.
  • Prosperitas Financial first reported a position in Occidental Petroleum in Q4 2024 and has held it in 6 quarters since.
  • 1,296 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.