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Wittenberg Investment Management’s Occidental Petroleum OXY Stock Holding History

Wittenberg Investment Management’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 		$2.26M Hold
34,700
– – 0.84% 22
2025
Q4 		$1.43M Hold
34,700
– – 0.55% 31
2025
Q3 		$1.64M Hold
34,700
– – 0.65% 26
2025
Q2 		$1.46M Buy
+34,700
New +$1.45M 0.64% 30

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

Wittenberg Investment Management's OXY Position: Q1 2026 in Review

Wittenberg Investment Management held its Occidental Petroleum (OXY) position steady in Q1 2026 at 34,700 shares worth $2.26M. The position accounts for 0.84% of the portfolio, ranked #22.

Wittenberg Investment Management first reported a position in OXY in Q2 2025 and has held it in 4 quarters since. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Wittenberg Investment Management held 34,700 shares of Occidental Petroleum worth $2.26M as of Q1 2026.
  • Wittenberg Investment Management left its Occidental Petroleum share count unchanged in Q1 2026.
  • Occidental Petroleum made up 0.84% of Wittenberg Investment Management's portfolio in Q1 2026, its #22 holding.
  • Wittenberg Investment Management first reported a position in Occidental Petroleum in Q2 2025 and has held it in 4 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.