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Wealthspire Advisors (New York)’s Occidental Petroleum OXY Stock Holding History

Wealthspire Advisors (New York)’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 		$413K Sell
6,351
-4,180
-40% -$210K ﹤0.01% 633
2025
Q4 		$433K Buy
10,531
+3,215
+44% +$134K ﹤0.01% 658
2025
Q3 		$346K Sell
7,316
-109
-1% -$4.92K ﹤0.01% 627
2025
Q2 		$312K Buy
7,425
+365
+5% +$15.3K ﹤0.01% 656
2025
Q1 		$348K Buy
7,060
+116
+2% +$5.66K ﹤0.01% 605
2024
Q4 		$343K Sell
6,944
-32
-0.5% -$1.62K ﹤0.01% 618
2024
Q3 		$360K Sell
6,976
-2,661
-28% -$152K ﹤0.01% 579
2024
Q2 		$607K Buy
9,637
+637
+7% +$40.9K 0.01% 394
2024
Q1 		$585K Hold
9,000
– – 0.01% 398
2023
Q4 		$537K Sell
9,000
-250
-3% -$15.3K 0.01% 408
2023
Q3 		$600K Buy
9,250
+366
+4% +$23K 0.01% 360
2023
Q2 		$522K Buy
8,884
+2,396
+37% +$144K 0.01% 353
2023
Q1 		$405K Sell
6,488
-1,276
-16% -$79.3K 0.01% 387
2022
Q4 		$489K Buy
7,764
+1,316
+20% +$89.6K 0.01% 370
2022
Q3 		$396K Buy
+6,448
New +$413K 0.01% 372
2021
Q2 		– Sell
-10,916
Closed -$291K – 577
2021
Q1 		$291K Buy
+10,916
New +$273K 0.01% 561
2020
Q4 		– Sell
-11,144
Closed -$112K – 588
2020
Q3 		$112K Sell
11,144
-3,072
-22% -$43.3K 0.01% 316
2020
Q2 		$260K Sell
14,216
-989
-7% -$15.6K 0.02% 226
2020
Q1 		$176K Buy
+15,205
New +$499K 0.01% 507
2019
Q1 		– Sell
-525
Closed -$32K – 579
2018
Q4 		$32K Buy
+525
New +$36.9K ﹤0.01% 248

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s OXY Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Occidental Petroleum (OXY) stake by 40% in Q1 2026, selling an estimated $210K and leaving 6,351 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Wealthspire Advisors (New York) first reported a position in OXY in Q4 2018 and has held it in 20 quarters since. The position peaked at $607K in Q2 2024. 1,296 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Wealthspire Advisors (New York) held 6,351 shares of Occidental Petroleum worth $413K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 4,180 Occidental Petroleum shares in Q1 2026, an estimated $210K.
  • Occidental Petroleum made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #633 holding.
  • Wealthspire Advisors (New York) first reported a position in Occidental Petroleum in Q4 2018 and has held it in 20 quarters since.
  • Wealthspire Advisors (New York)'s Occidental Petroleum position peaked at $607K in Q2 2024.
  • 1,296 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.