Savvy Advisors Inc’s Occidental Petroleum OXY Stock Holding History

Savvy Advisors Inc’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	$659K	Buy	+10,140	New	+$510K	0.02%	571
2025 Q4	–	Sell	-4,920	Closed	-$232K	–	1067
2025 Q3	$232K	Buy	+4,920	New	+$222K	0.01%	729
2025 Q2	–	Sell	-5,116	Closed	-$253K	–	666
2025 Q1	$253K	Sell	5,116 -1,144	-18%	-$55.9K	0.03%	426
2024 Q4	$309K	Buy	+6,260	New	+$316K	0.04%	334

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

Savvy Advisors Inc's OXY Position: Q1 2026 in Review

Savvy Advisors Inc opened a new position in Occidental Petroleum (OXY) in Q1 2026: 10,140 shares worth $659K. The stake represents 0.02% of the portfolio and ranks #571 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in OXY as recently as Q3 2025.

Savvy Advisors Inc first reported a position in OXY in Q4 2024 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Savvy Advisors Inc held 10,140 shares of Occidental Petroleum worth $659K as of Q1 2026.
Occidental Petroleum was a new Savvy Advisors Inc position in Q1 2026.
Occidental Petroleum made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #571 holding.
Savvy Advisors Inc first reported a position in Occidental Petroleum in Q4 2024 and has held it in 4 quarters since.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.