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Sagespring Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Sagespring 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 		$811K Buy
12,481
+2,084
+20% +$105K 0.01% 376
2025
Q4 		$428K Sell
10,397
-3,011
-22% -$126K 0.01% 519
2025
Q3 		$634K Buy
13,408
+113
+0.8% +$5.11K 0.01% 408
2025
Q2 		$559K Buy
13,295
+2,540
+24% +$106K 0.01% 410
2025
Q1 		$531K Buy
10,755
+1,962
+22% +$95.8K 0.01% 372
2024
Q4 		$434K Buy
+8,793
New +$444K 0.01% 381

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

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

Sagespring Wealth Partners increased its Occidental Petroleum (OXY) stake by 20% in Q1 2026, buying an estimated $105K and bringing the position to 12,481 shares worth $811K. The position accounts for 0.01% of the portfolio, ranked #376.

Sagespring Wealth Partners first reported a position in OXY in Q4 2024 and has held it in 6 quarters since. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Sagespring Wealth Partners held 12,481 shares of Occidental Petroleum worth $811K as of Q1 2026.
  • Sagespring Wealth Partners bought 2,084 Occidental Petroleum shares in Q1 2026, an estimated $105K.
  • Occidental Petroleum made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #376 holding.
  • Sagespring Wealth Partners first reported a position in Occidental Petroleum in Q4 2024 and has held it in 6 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.