SageView Advisory Group’s Occidental Petroleum OXY Stock Holding History

SageView Advisory Group’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	–	Sell	-1,937	Closed	-$79.6K	–	1862
2025 Q4	$79.6K	Buy	+1,937	New	+$80.8K	﹤0.01%	902
2023 Q3	–	Sell	-4,192	Closed	-$247K	–	542
2023 Q2	$247K	Sell	4,192 -156	-4%	-$9.36K	0.01%	484
2023 Q1	$271K	Buy	+4,348	New	+$270K	0.02%	402

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

SageView Advisory Group's OXY Position: Q1 2026 in Review

SageView Advisory Group sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 1,937 shares — an estimated $79.6K sold.

SageView Advisory Group first reported a position in OXY in Q1 2023 and held it in 3 quarters. The position peaked at $271K in Q1 2023. 1,302 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

SageView Advisory Group reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,937 Occidental Petroleum shares in Q1 2026, an estimated $79.6K.
SageView Advisory Group first reported a position in Occidental Petroleum in Q1 2023 and held it in 3 quarters.
SageView Advisory Group's Occidental Petroleum position peaked at $271K in Q1 2023.
1,302 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.