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Root Financial Partners’s Occidental Petroleum OXY Stock Holding History

Root Financial 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 		$192K Buy
2,958
+2,224
+303% +$112K 0.01% 337
2025
Q4 		$30.2K Sell
734
-434
-37% -$18.1K ﹤0.01% 949
2025
Q3 		$55.2K Buy
+1,168
New +$52.8K ﹤0.01% 639

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

Root Financial Partners's OXY Position: Q1 2026 in Review

Root Financial Partners increased its Occidental Petroleum (OXY) stake by 303% in Q1 2026, buying an estimated $112K and bringing the position to 2,958 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #337.

Root Financial Partners first reported a position in OXY in Q3 2025 and has held it in 3 quarters since. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Root Financial Partners held 2,958 shares of Occidental Petroleum worth $192K as of Q1 2026.
  • Root Financial Partners bought 2,224 Occidental Petroleum shares in Q1 2026, an estimated $112K.
  • Occidental Petroleum made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #337 holding.
  • Root Financial Partners first reported a position in Occidental Petroleum in Q3 2025 and has held it in 3 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.