U.S. Capital Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

U.S. Capital Wealth Advisors’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	$1.49M	Sell	22,984 -7,656	-25%	-$385K	0.04%	407
2025 Q4	$1.26M	Sell	30,640 -1,761	-5%	-$73.5K	0.03%	434
2025 Q3	$1.53M	Sell	32,401 -348	-1%	-$15.7K	0.04%	387
2025 Q2	$1.38M	Sell	32,749 -238	-0.7%	-$9.95K	0.04%	367
2025 Q1	$1.63M	Buy	32,987 +20,806	+171%	+$1.02M	0.05%	331
2024 Q4	$602K	Buy	12,181 +523	+4%	+$26.4K	0.02%	524
2024 Q3	$601K	Sell	11,658 -2	-0%	-$114	0.02%	440
2024 Q2	$735K	Sell	11,660 -3,071	-21%	-$197K	0.03%	385
2024 Q1	$957K	Buy	14,731 +706	+5%	+$42.2K	0.04%	349
2023 Q4	$837K	Sell	14,025 -785	-5%	-$47.9K	0.03%	361
2023 Q3	$961K	Sell	14,810 -978	-6%	-$61.5K	0.04%	322
2023 Q2	$928K	Buy	15,788 +56	+0.4%	+$3.36K	0.04%	341
2023 Q1	$982K	Buy	15,732 +5,272	+50%	+$328K	0.05%	301
2022 Q4	$659K	Sell	10,460 -770	-7%	-$52.4K	0.03%	404
2022 Q3	$690K	Buy	11,230 +738	+7%	+$47.2K	0.03%	395
2022 Q2	$618K	Sell	10,492 -1,872	-15%	-$115K	0.03%	424
2022 Q1	$702K	Sell	12,364 -5,000	-29%	-$221K	0.03%	448
2021 Q4	$503K	Hold	17,364	–	–	0.02%	509
2021 Q3	$514K	Buy	+17,364	New	+$464K	0.02%	502

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

U.S. Capital Wealth Advisors's OXY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Occidental Petroleum (OXY) stake by 25% in Q1 2026, selling an estimated $385K and leaving 22,984 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #407.

U.S. Capital Wealth Advisors first reported a position in OXY in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.63M in Q1 2025. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

U.S. Capital Wealth Advisors held 22,984 shares of Occidental Petroleum worth $1.49M as of Q1 2026.
U.S. Capital Wealth Advisors sold 7,656 Occidental Petroleum shares in Q1 2026, an estimated $385K.
Occidental Petroleum made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #407 holding.
U.S. Capital Wealth Advisors first reported a position in Occidental Petroleum in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Occidental Petroleum position peaked at $1.63M in Q1 2025.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.