WFA of San Diego’s Occidental Petroleum OXY Stock Holding History

WFA of San Diego’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	$23.6K	Hold	363	–	–	0.02%	244
2025 Q4	$14.9K	Hold	363	–	–	0.01%	288
2025 Q3	$17.2K	Hold	363	–	–	0.01%	287
2025 Q2	$15.3K	Buy	+363	New	+$15.2K	0.01%	289
2024 Q3	$18.7K	Hold	363	–	–	0.02%	247
2024 Q2	$22.9K	Buy	+363	New	+$23.3K	0.02%	232
2023 Q3	$23.6K	Hold	363	–	–	0.02%	228
2023 Q2	$21.3K	Buy	+363	New	+$21.8K	0.02%	227
2023 Q1	–	Sell	-305	Closed	-$19.2K	–	308
2022 Q4	$19.2K	Buy	+305	New	+$20.8K	0.01%	293
2022 Q3	–	Sell	-305	Closed	-$18K	–	300
2022 Q2	$18K	Buy	+305	New	+$18.7K	0.02%	230
2020 Q3	–	Sell	-6,305	Closed	-$265K	–	195
2020 Q2	$265K	Buy	+6,305	New	+$99.3K	0.06%	215

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

WFA of San Diego's OXY Position: Q1 2026 in Review

WFA of San Diego held its Occidental Petroleum (OXY) position steady in Q1 2026 at 363 shares worth $23.6K. The position accounts for 0.02% of the portfolio, ranked #244.

WFA of San Diego first reported a position in OXY in Q2 2020 and has held it in 11 quarters since. The position peaked at $265K in Q2 2020. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

WFA of San Diego held 363 shares of Occidental Petroleum worth $23.6K as of Q1 2026.
WFA of San Diego left its Occidental Petroleum share count unchanged in Q1 2026.
Occidental Petroleum made up 0.02% of WFA of San Diego's portfolio in Q1 2026, its #244 holding.
WFA of San Diego first reported a position in Occidental Petroleum in Q2 2020 and has held it in 11 quarters since.
WFA of San Diego's Occidental Petroleum position peaked at $265K in Q2 2020.
1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.