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Summit Financial’s Occidental Petroleum OXY Stock Holding History

Summit Financial’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 		$1.87M Buy
28,697
+4,014
+16% +$202K 0.02% 591
2025
Q4 		$1.02M Buy
24,683
+1,129
+5% +$47.1K 0.02% 671
2025
Q3 		$1.11M Buy
23,554
+2,433
+12% +$110K 0.02% 620
2025
Q2 		$892K Buy
21,121
+11,122
+111% +$465K 0.02% 432
2025
Q1 		$494K Buy
+9,999
New +$488K 0.01% 516

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

Summit Financial's OXY Position: Q1 2026 in Review

Summit Financial increased its Occidental Petroleum (OXY) stake by 16% in Q1 2026, buying an estimated $202K and bringing the position to 28,697 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #591.

Summit Financial first reported a position in OXY in Q1 2025 and has held it in 5 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Summit Financial held 28,697 shares of Occidental Petroleum worth $1.87M as of Q1 2026.
  • Summit Financial bought 4,014 Occidental Petroleum shares in Q1 2026, an estimated $202K.
  • Occidental Petroleum made up 0.02% of Summit Financial's portfolio in Q1 2026, its #591 holding.
  • Summit Financial first reported a position in Occidental Petroleum in Q1 2025 and has held it in 5 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.