WealthShield Partners’s Occidental Petroleum OXY Stock Holding History

WealthShield Partners’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	$214K	Buy	+3,289	New	+$165K	0.02%	334
2025 Q4	–	Sell	-3,621	Closed	-$171K	–	583
2025 Q3	$171K	Buy	+3,621	New	+$164K	0.02%	354
2025 Q2	–	Sell	-4,108	Closed	-$204K	–	567
2025 Q1	$204K	Buy	4,108 +424	+12%	+$20.7K	0.03%	317
2024 Q4	$183K	Sell	3,684 -1,877	-34%	-$94.8K	0.03%	290
2024 Q3	$288K	Buy	5,561 +1,005	+22%	+$57.3K	0.04%	251
2024 Q2	$288K	Buy	4,556 +1,025	+29%	+$65.7K	0.04%	244
2024 Q1	$230K	Sell	3,531 -913	-21%	-$54.5K	0.04%	256
2023 Q4	$266K	Buy	4,444 +164	+4%	+$10K	0.04%	248
2023 Q3	$278K	Hold	4,280	–	–	0.04%	260
2023 Q2	$252K	Buy	4,280 +209	+5%	+$12.5K	0.04%	270
2023 Q1	$255K	Hold	4,071	–	–	0.04%	268
2022 Q4	$257K	Buy	4,071 +1	+0%	+$68	0.05%	253
2022 Q3	$251K	Buy	+4,070	New	+$261K	0.05%	262
2022 Q2	–	Sell	-3,770	Closed	-$214K	–	321
2022 Q1	$214K	Buy	+3,770	New	+$167K	0.03%	310
2021 Q3	–	Sell	-1,039	Closed	-$33K	–	573
2021 Q2	$33K	Hold	1,039	–	–	0.01%	562
2021 Q1	$28K	Buy	+1,039	New	+$26K	0.01%	596

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

WealthShield Partners's OXY Position: Q1 2026 in Review

WealthShield Partners opened a new position in Occidental Petroleum (OXY) in Q1 2026: 3,289 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #334 among its holdings. This is a return to the name: WealthShield Partners previously reported a position in OXY as recently as Q3 2025.

WealthShield Partners first reported a position in OXY in Q1 2021 and has held it in 16 quarters since. The position peaked at $288K in Q2 2024. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

WealthShield Partners held 3,289 shares of Occidental Petroleum worth $214K as of Q1 2026.
Occidental Petroleum was a new WealthShield Partners position in Q1 2026.
Occidental Petroleum made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #334 holding.
WealthShield Partners first reported a position in Occidental Petroleum in Q1 2021 and has held it in 16 quarters since.
WealthShield Partners's Occidental Petroleum position peaked at $288K in Q2 2024.
1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.