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Wealth Preservation Advisors’s Occidental Petroleum OXY Stock Holding History

Wealth Preservation 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 		$94.4K Buy
1,452
+320
+28% +$16.1K 0.08% 105
2025
Q4 		$46.5K Hold
1,132
– – 0.02% 206
2025
Q3 		$53.5K Buy
1,132
+1
+0.1% +$45 0.03% 183
2025
Q2 		$47.5K Buy
1,131
+1
+0.1% +$42 0.03% 189
2025
Q1 		$55.8K Buy
+1,130
New +$55.2K 0.04% 170

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

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

Wealth Preservation Advisors increased its Occidental Petroleum (OXY) stake by 28% in Q1 2026, buying an estimated $16.1K and bringing the position to 1,452 shares worth $94.4K. The position accounts for 0.08% of the portfolio, ranked #105.

Wealth Preservation Advisors first reported a position in OXY in Q1 2025 and has held it in 5 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Wealth Preservation Advisors held 1,452 shares of Occidental Petroleum worth $94.4K as of Q1 2026.
  • Wealth Preservation Advisors bought 320 Occidental Petroleum shares in Q1 2026, an estimated $16.1K.
  • Occidental Petroleum made up 0.08% of Wealth Preservation Advisors's portfolio in Q1 2026, its #105 holding.
  • Wealth Preservation Advisors first reported a position in Occidental Petroleum in Q1 2025 and has held it in 5 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.