RD Lewis Holdings’s Occidental Petroleum OXY Stock Holding History

RD Lewis Holdings’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	$248K	Sell	4,229 -400	-9%	-$20.1K	0.21%	76
2025 Q4	$210K	Buy	+4,629	New	+$193K	0.18%	88
2025 Q3	–	Sell	-4,779	Closed	-$208K	–	84
2025 Q2	$208K	Sell	4,779 -800	-14%	-$33.4K	0.21%	80
2025 Q1	$227K	Sell	5,579 -30	-0.5%	-$1.47K	0.26%	78
2024 Q4	$262K	Buy	+5,609	New	+$283K	0.29%	74

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

RD Lewis Holdings's OXY Position: Q1 2026 in Review

RD Lewis Holdings reduced its Occidental Petroleum (OXY) stake by 8.6% in Q1 2026, selling an estimated $20.1K and leaving 4,229 shares worth $248K. The position accounts for 0.21% of the portfolio, ranked #76.

RD Lewis Holdings first reported a position in OXY in Q4 2024 and has held it in 5 quarters since. The position peaked at $262K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

RD Lewis Holdings held 4,229 shares of Occidental Petroleum worth $248K as of Q1 2026.
RD Lewis Holdings sold 400 Occidental Petroleum shares in Q1 2026, an estimated $20.1K.
Occidental Petroleum made up 0.21% of RD Lewis Holdings's portfolio in Q1 2026, its #76 holding.
RD Lewis Holdings first reported a position in Occidental Petroleum in Q4 2024 and has held it in 5 quarters since.
RD Lewis Holdings's Occidental Petroleum position peaked at $262K in Q4 2024.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.