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Solitude Financial Services’s Occidental Petroleum OXY Stock Holding History

Solitude Financial Services’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 		$492K Sell
8,820
-1,200
-12% -$60.4K 0.15% 30
2025
Q4 		$412K Sell
10,020
-9,500
-49% -$396K 0.14% 32
2025
Q3 		$922K Buy
19,520
+6,167
+46% +$279K 0.32% 21
2025
Q2 		$561K Buy
13,353
+4,574
+52% +$191K 0.2% 26
2025
Q1 		$433K Buy
+8,779
New +$429K 0.17% 30

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

Solitude Financial Services's OXY Position: Q1 2026 in Review

Solitude Financial Services reduced its Occidental Petroleum (OXY) stake by 12% in Q1 2026, selling an estimated $60.4K and leaving 8,820 shares worth $492K. The position accounts for 0.15% of the portfolio, ranked #30.

Solitude Financial Services first reported a position in OXY in Q1 2025 and has held it in 5 quarters since. The position peaked at $922K in Q3 2025. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Solitude Financial Services held 8,820 shares of Occidental Petroleum worth $492K as of Q1 2026.
  • Solitude Financial Services sold 1,200 Occidental Petroleum shares in Q1 2026, an estimated $60.4K.
  • Occidental Petroleum made up 0.15% of Solitude Financial Services's portfolio in Q1 2026, its #30 holding.
  • Solitude Financial Services first reported a position in Occidental Petroleum in Q1 2025 and has held it in 5 quarters since.
  • Solitude Financial Services's Occidental Petroleum position peaked at $922K in Q3 2025.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Solitude Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.