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Sunbelt Securities’s Occidental Petroleum OXY Stock Holding History

Sunbelt Securities’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 		$353K Sell
5,438
-2,422
-31% -$122K 0.02% 488
2025
Q4 		$323K Buy
7,860
+3,915
+99% +$163K 0.02% 514
2025
Q3 		$186K Sell
3,945
-7,986
-67% -$361K 0.01% 667
2025
Q2 		$590K Buy
11,931
+6,653
+126% +$278K 0.05% 311
2025
Q1 		$261K Sell
5,278
-6,653
-56% -$325K 0.02% 490
2024
Q4 		$578K Sell
11,931
-1,696
-12% -$85.7K 0.05% 315
2024
Q3 		$702K Buy
13,627
+10,583
+348% +$604K 0.07% 273
2024
Q2 		$192K Buy
3,044
+106
+4% +$6.8K 0.02% 561
2024
Q1 		$191K Sell
2,938
-7,626
-72% -$456K 0.02% 548
2023
Q4 		$631K Buy
10,564
+7,380
+232% +$450K 0.08% 257
2023
Q3 		$207K Sell
3,184
-4,721
-60% -$297K 0.03% 476
2023
Q2 		$465K Buy
7,905
+1,070
+16% +$64.2K 0.07% 290
2023
Q1 		$426K Sell
6,835
-178
-3% -$11.1K 0.07% 279
2022
Q4 		$442K Buy
7,013
+2,712
+63% +$185K 0.09% 269
2022
Q3 		$264K Buy
4,301
+827
+24% +$52.9K 0.06% 357
2022
Q2 		$205K Buy
+3,474
New +$213K 0.04% 408
2020
Q1 		– Sell
-28,582
Closed -$1.18M – 579
2019
Q4 		$1.18M Buy
28,582
+5,820
+26% +$233K 0.12% 175
2019
Q3 		$1.01M Buy
+22,762
New +$1.08M 0.11% 182

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

Sunbelt Securities's OXY Position: Q1 2026 in Review

Sunbelt Securities reduced its Occidental Petroleum (OXY) stake by 31% in Q1 2026, selling an estimated $122K and leaving 5,438 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #488.

Sunbelt Securities first reported a position in OXY in Q3 2019 and has held it in 18 quarters since. The position peaked at $1.18M in Q4 2019. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Sunbelt Securities held 5,438 shares of Occidental Petroleum worth $353K as of Q1 2026.
  • Sunbelt Securities sold 2,422 Occidental Petroleum shares in Q1 2026, an estimated $122K.
  • Occidental Petroleum made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #488 holding.
  • Sunbelt Securities first reported a position in Occidental Petroleum in Q3 2019 and has held it in 18 quarters since.
  • Sunbelt Securities's Occidental Petroleum position peaked at $1.18M in Q4 2019.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.