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Stratos Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Stratos Wealth Advisors’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 		$346K Sell
5,317
-214
-4% -$10.8K 0.02% 455
2025
Q4 		$227K Sell
5,531
-646
-10% -$27K 0.01% 602
2025
Q3 		$292K Sell
6,177
-382
-6% -$17.3K 0.01% 558
2025
Q2 		$276K Sell
6,559
-4,287
-40% -$179K 0.01% 560
2025
Q1 		$535K Sell
10,846
-925
-8% -$45.2K 0.03% 419
2024
Q4 		$582K Buy
11,771
+4,428
+60% +$224K 0.03% 436
2024
Q3 		$378K Sell
7,343
-338
-4% -$19.3K 0.02% 561
2024
Q2 		$484K Sell
7,681
-459
-6% -$29.4K 0.02% 479
2024
Q1 		$529K Buy
8,140
+3,628
+80% +$217K 0.03% 446
2023
Q4 		$269K Sell
4,512
-3,198
-41% -$195K 0.02% 576
2023
Q3 		$500K Buy
+7,710
New +$485K 0.03% 427

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

Stratos Wealth Advisors's OXY Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Occidental Petroleum (OXY) stake by 3.9% in Q1 2026, selling an estimated $10.8K and leaving 5,317 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #455.

Stratos Wealth Advisors first reported a position in OXY in Q3 2023 and has held it in 11 quarters since. The position peaked at $582K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Stratos Wealth Advisors held 5,317 shares of Occidental Petroleum worth $346K as of Q1 2026.
  • Stratos Wealth Advisors sold 214 Occidental Petroleum shares in Q1 2026, an estimated $10.8K.
  • Occidental Petroleum made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #455 holding.
  • Stratos Wealth Advisors first reported a position in Occidental Petroleum in Q3 2023 and has held it in 11 quarters since.
  • Stratos Wealth Advisors's Occidental Petroleum position peaked at $582K in Q4 2024.
  • 1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.