Turtle Creek Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$575K Buy
8,841
+536
+6% +$27K 0.04% 209
2025
Q4
$342K Sell
8,305
-1,060
-11% -$44.2K 0.03% 281
2025
Q3
$442K Sell
9,365
-14,931
-61% -$675K 0.04% 227
2025
Q2
$1.02M Buy
+24,296
New +$1.02M 0.12% 114
2024
Q1
Sell
-95
Closed -$5.67K 627
2023
Q4
$5.67K Buy
+95
New +$5.8K ﹤0.01% 629

Other funds holding OXY

Turtle Creek Wealth Advisors's OXY Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Occidental Petroleum (OXY) stake by 6.5% in Q1 2026, buying an estimated $27K and bringing the position to 8,841 shares worth $575K. The position accounts for 0.04% of the portfolio, ranked #209.

Turtle Creek Wealth Advisors first reported a position in OXY in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.02M in Q2 2025. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Turtle Creek Wealth Advisors held 8,841 shares of Occidental Petroleum worth $575K as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 536 Occidental Petroleum shares in Q1 2026, an estimated $27K.
  • Occidental Petroleum made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #209 holding.
  • Turtle Creek Wealth Advisors first reported a position in Occidental Petroleum in Q4 2023 and has held it in 5 quarters since.
  • Turtle Creek Wealth Advisors's Occidental Petroleum position peaked at $1.02M in Q2 2025.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.