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SHP Wealth Management’s Occidental Petroleum OXY Stock Holding History

SHP Wealth Management’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 		$23.8K Buy
366
+13
+4% +$654 ﹤0.01% 681
2025
Q4 		$14.5K Buy
+353
New +$14.7K ﹤0.01% 744

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's OXY Position: Q1 2026 in Review

SHP Wealth Management increased its Occidental Petroleum (OXY) stake by 3.7% in Q1 2026, buying an estimated $654 and bringing the position to 366 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

SHP Wealth Management first reported a position in OXY in Q4 2025 and has held it in 2 quarters since. 1,296 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • SHP Wealth Management held 366 shares of Occidental Petroleum worth $23.8K as of Q1 2026.
  • SHP Wealth Management bought 13 Occidental Petroleum shares in Q1 2026, an estimated $654.
  • Occidental Petroleum made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #681 holding.
  • SHP Wealth Management first reported a position in Occidental Petroleum in Q4 2025 and has held it in 2 quarters since.
  • 1,296 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.