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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
2026
Q1 		$390K Buy
+6,000
New +$302K 0.05% 167
2021
Q4 		– Sell
-226
Closed -$669K – 902
2021
Q3 		$669K Buy
226
+26
+13% +$694 0.05% 336
2021
Q2 		$625K Buy
+200
New +$5.37K 0.05% 338
2021
Q1 		– Sell
-210
Closed -$364K – 723
2020
Q4 		$364K Buy
+210
New +$2.88K 0.03% 418
2020
Q1 		– Sell
-1,000
Closed -$4.12M – 428
2019
Q4 		$4.12M Sell
1,000
-6,031
-86% -$242K 0.31% 74
2019
Q3 		$31.3M Buy
7,031
+6,281
+837% +$297K 2.77% 4
2019
Q2 		$3.77M Buy
+750
New +$42.2K 0.44% 50
2019
Q1 		– Sell
-39
Closed -$239K – 313
2018
Q4 		$239K Buy
+39
New +$2.74K 0.02% 271
2018
Q3 		– Sell
-35
Closed -$293K – 248
2018
Q2 		$293K Buy
+35
New +$2.8K 0.04% 180
2015
Q1 		– Sell
-80
Closed -$1K – 571
2014
Q4 		$1K Sell
80
-16
-17% -$1.33K ﹤0.01% 563
2014
Q3 		$2K Buy
96
+28
+41% +$2.69K ﹤0.01% 614
2014
Q2 		$1K Buy
+68
New +$6.39K ﹤0.01% 532
2013
Q4 		– Sell
-104
Closed -$1K – 574
2013
Q3 		$1K Buy
104
+76
+271% +$6.53K ﹤0.01% 379
2013
Q2 		$1K Buy
+28
New +$2.37K ﹤0.01% 541

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 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.