OXY
Occidental Petroleum Corporation
stock NYSE

OXY has a lot more room to run.
The energy crisis is just starting to show, but even at todays oil prices they reap in record cashflow.

Before 2026, energy stocks were in the penalty box massively underperforming market year after year.
During that time I considered them value stocks due to their high yield dividends and low valuation. Because of this i ended making a large energy position just because they were cheap and I could get some cashflow. During this time, Warren buffet was buying a lot of OXY as well so I felt like I was making a sound sector choice.
Fast forward to today, energy stocks are my second best preforming part of my portfolio, and now I feel like selling for cheaper sectors like software or healthcare.
So what do you guys think, what is your guys plan with your energy positions?

Portfolio: $10,764.24 (+195) across Robinhood, Coinbase, and Kalshi
Day 2 went even. Not including after hours was down $18.34 (down 0.17%). Red day, as promised these get posted too. 26 agents live.
Biggest mover, down: AI Picks & Shovels, $1,027.62, down $22.92 (down 2.18%). This is its weekly reweight day. It sold AMD, ANET, and DELL, then bought more NVDA and opened a new SMCI position at $38.77. The loss is mark to market on the old holdings before the swap, not the trade itself.
Biggest mover, up: Crypto Trend Following, $59.31, up $4.07 (up 7.37%). Daily trend rotation across BTC, ETH, and SOL. It sold its SOL position at $112.60 and split the proceeds into BTC at $80,923 and ETH at $2,611.73 since both flipped back above their 30 day average.
Crypto Rotator, $258.04, up $12.11 (up 4.92%). The Critic, $57.93, up $2.06 (up 3.69%), trades Kalshi Rotten Tomatoes score markets. The Silicon Overdrive, $94.56, up $2.30 (up 2.49%), the 2x leveraged semiconductor sleeve.
FAANG+ Momentum, $2,424.80, up $2.28, basically flat. It rotated out of META and NVDA into AMZN and GOOGL on the daily momentum rerank.
High Profile Congress, $494.44, down $4.09 (down 0.82%). Sold FSLR and WDAY, bought IJR and OTIS off a fresh disclosure.
Pelosi Tracker, $517.09, down $4.52 (down 0.87%). Sold INTC, bought BE (Bloom Energy) on her latest disclosed buy.
Red & P 15, $99.69, roughly flat. This is the one that picks 15 S&P companies aligned with the American right by AI model each week. Today was its first real buy, it built the full 15 name basket: COP, CVX, EOG, LMT, MPC, NOC, NWSA, OXY, PM, PSX, RTX, SLB, TSCO, VLO, XOM.
Business As Usual, $2,536.86, down $6.98 (down 0.27%). No trade yesterday, it only moves on weather signal days and yesterday wasn't one.
Everything else was single digit dollar moves either way. Two days in, up $199 then down $18, net still green. This is exactly why day 1 or day 2 alone proves nothing, the point is posting all 100.

There’s some weird ones. See’s is actually decent. Dairy Queen and Nebraska Furniture were just odd. But GEICO, BNSF, and Berk Energy are gems.
But when the next crash happens there’s a good chance Berk buys out companies like OXY. They’ve been begging Buffet for a buyout for years. With Able being an oil man and their special dividends expiring in 2029, I’m betting on it.
Also see a good chance they buy up a good chunk of Microsoft. Buffet always said the only reason they didn’t do it was he and Gates were friends. Now neither of them are in charge and it’s right up their alley.

They did a special one time dividend earlier this year. Their dividends are shipping profit based. Next dividend on Friday 9/18 is $3.41/share.
I bought FRO and OXY when the war broke out. FRO has been far and away the winner for me thus far.