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Bellecapital’s Occidental Petroleum OXY Stock Holding History

Bellecapital’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
Q2 		$191K Buy
+3,940
New +$224K 0.03% 99
2014
Q3 		– Sell
-3,131
Closed -$308K – 62
2014
Q2 		$308K Hold
3,131
– – 0.3% 56
2014
Q1 		$286K Hold
3,131
– – 0.25% 63
2013
Q4 		$285K Buy
+3,131
New +$286K 0.27% 60

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bellecapital's OXY Position: Q2 2026 in Review

Bellecapital opened a new position in Occidental Petroleum (OXY) in Q2 2026: 3,940 shares worth $191K. The stake represents 0.03% of the portfolio and ranks #99 among its holdings. This is a return to the name: Bellecapital previously reported a position in OXY as recently as Q2 2014.

Bellecapital first reported a position in OXY in Q4 2013 and has held it in 4 quarters since. The position peaked at $308K in Q2 2014. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Bellecapital held 3,940 shares of Occidental Petroleum worth $191K as of Q2 2026.
  • Occidental Petroleum was a new Bellecapital position in Q2 2026.
  • Occidental Petroleum made up 0.03% of Bellecapital's portfolio in Q2 2026, its #99 holding.
  • Bellecapital first reported a position in Occidental Petroleum in Q4 2013 and has held it in 4 quarters since.
  • Bellecapital's Occidental Petroleum position peaked at $308K in Q2 2014.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.