Summit Securities Group’s Occidental Petroleum OXY Stock Holding History

Summit Securities Group’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
2023 Q1	–	Sell	-70,000	Closed	-$4.41M	–	1157
2022 Q4	$4.41M	Hold	70,000	–	–	0.17%	85
2022 Q3	$4.3M	Buy	70,000 +30,000	+75%	+$1.92M	0.32%	55
2022 Q2	$2.35M	Buy	+40,000	New	+$2.46M	0.29%	63
2022 Q1	–	Sell	-45,000	Closed	-$1.3M	–	1281
2021 Q4	$1.3M	Buy	45,000 +44,324	+6,557%	+$1.39M	0.06%	215
2021 Q3	$2M	Buy	676 +226	+50%	+$6.03K	0.16%	157
2021 Q2	$1.41M	Hold	450	–	–	0.12%	192
2021 Q1	$1.2M	Sell	450 -210	-32%	-$5.25K	0.13%	172
2020 Q4	$1.14M	Buy	660 +210	+47%	+$2.88K	0.1%	221
2020 Q3	$450K	Buy	+450	New	+$6.34K	0.05%	236
2020 Q2	–	Sell	-1,000	Closed	-$1.16M	–	463
2020 Q1	$1.16M	Sell	1,000 -873	-47%	-$28.7K	0.2%	106
2019 Q4	$7.72M	Hold	1,873	–	–	0.58%	40
2019 Q3	$8.33M	Sell	1,873 -1,662	-47%	-$78.6K	0.74%	21
2019 Q2	$17.8M	Buy	+3,535	New	+$199K	2.06%	8
2019 Q1	–	Sell	-52	Closed	-$319K	–	311
2018 Q4	$319K	Buy	+52	New	+$3.65K	0.03%	236
2014 Q2	–	Sell	-87	Closed	-$18K	–	635
2014 Q1	$18K	Buy	+87	New	+$7.77K	0.01%	242

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

Summit Securities Group's OXY Position: Q1 2026 in Review

Summit Securities Group reduced its Occidental Petroleum (OXY) stake by 92% in Q1 2026, selling an estimated $67.9K and leaving 118 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Summit Securities Group first reported a position in OXY in Q2 2013 and has held it in 28 quarters since. The position peaked at $4.12M in Q3 2019. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Summit Securities Group held 118 shares of Occidental Petroleum worth $7.67K as of Q1 2026.
Summit Securities Group sold 1,351 Occidental Petroleum shares in Q1 2026, an estimated $67.9K.
Occidental Petroleum made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #715 holding.
Summit Securities Group first reported a position in Occidental Petroleum in Q2 2013 and has held it in 28 quarters since.
Summit Securities Group's Occidental Petroleum position peaked at $4.12M in Q3 2019.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.