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Visionary Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Visionary 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 		$479K Sell
7,363
-1,763
-19% -$88.7K 0.02% 407
2025
Q4 		$375K Sell
9,126
-3,284
-26% -$137K 0.02% 452
2025
Q3 		$586K Sell
12,410
-5,267
-30% -$238K 0.03% 353
2025
Q2 		$743K Sell
17,677
-734
-4% -$30.7K 0.04% 310
2025
Q1 		$909K Sell
18,411
-6,736
-27% -$329K 0.05% 272
2024
Q4 		$1.24M Buy
25,147
+5,328
+27% +$269K 0.07% 227
2024
Q3 		$1.02M Buy
19,819
+458
+2% +$26.1K 0.06% 250
2024
Q2 		$1.22M Buy
19,361
+411
+2% +$26.4K 0.08% 225
2024
Q1 		$1.23M Buy
18,950
+371
+2% +$22.2K 0.08% 218
2023
Q4 		$1.11M Buy
18,579
+2,905
+19% +$177K 0.08% 217
2023
Q3 		$1.02M Sell
15,674
-243
-2% -$15.3K 0.08% 208
2023
Q2 		$936K Buy
15,917
+102
+0.6% +$6.12K 0.07% 213
2023
Q1 		$987K Sell
15,815
-38
-0.2% -$2.36K 0.08% 192
2022
Q4 		$999K Buy
15,853
+1,033
+7% +$70.3K 0.09% 175
2022
Q3 		$911K Buy
14,820
+1,989
+16% +$127K 0.09% 174
2022
Q2 		$755K Buy
12,831
+2,589
+25% +$159K 0.07% 196
2022
Q1 		$581K Buy
+10,242
New +$453K 0.05% 232

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

Visionary Wealth Advisors's OXY Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Occidental Petroleum (OXY) stake by 19% in Q1 2026, selling an estimated $88.7K and leaving 7,363 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #407.

Visionary Wealth Advisors first reported a position in OXY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.24M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Visionary Wealth Advisors held 7,363 shares of Occidental Petroleum worth $479K as of Q1 2026.
  • Visionary Wealth Advisors sold 1,763 Occidental Petroleum shares in Q1 2026, an estimated $88.7K.
  • Occidental Petroleum made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #407 holding.
  • Visionary Wealth Advisors first reported a position in Occidental Petroleum in Q1 2022 and has held it in 17 quarters since.
  • Visionary Wealth Advisors's Occidental Petroleum position peaked at $1.24M in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.