Occidental Petroleum Corporation
US ˙ NYSE ˙ US6745991058

SecurityOXY / Occidental Petroleum Corporation
InstitutionGuardian Wealth Management, Inc.
Latest Disclosed Ownership107,422 shares
Latest Disclosed Value $ 6,982,450
Guardian Wealth Management, Inc. reports 160.19% increase in ownership of OXY / Occidental Petroleum Corporation

On May 8, 2026 - Guardian Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 107,422 shares of Occidental Petroleum Corporation (US:OXY) valued at $6,982,430 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 41,286 shares of Occidental Petroleum Corporation. This represents a change in shares of 160.19% during the quarter. The current value of the position is $6,115,534 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F OCCIDENTAL PETE CORP COM Stock 674599105 107,422 66,136 160.19 6,982 311.43 3.8110
2026-02-13 2025-12-31 13F OCCIDENTAL PETE CORP COM Stock 674599105 41,286 -64,120 -60.83 1,698 -65.92 0.9971
2025-11-14 2025-09-30 13F OCCIDENTAL PETE CORP COM Stock 674599105 105,406 1,316 1.26 4,980 13.91 2.9425
2025-08-14 2025-06-30 13F OCCIDENTAL PETE CORP COM Stock 674599105 104,090 50,887 95.65 4,373 66.49 2.9111
2025-05-06 2025-03-31 13F OCCIDENTAL PETE CORP COM Stock 674599105 53,203 34,725 187.93 2,626 187.62 1.7532
2025-02-14 2024-12-31 13F OCCIDENTAL PETE CORP COM Stock 674599105 18,478 -33,212 -64.25 913 -65.73 0.6220
2024-11-15 2024-09-30 13F OCCIDENTAL PETE CORP COM Stock 674599105 51,690 37,909 275.08 2,664 206.91 1.8780
2024-08-08 2024-06-30 13F OCCIDENTAL PETE CORP COM Stock 674599105 13,781 13,781 869 0.6641
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.