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Caerus Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Caerus Investment Advisors’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 		$239K Buy
+3,674
New +$185K 0.1% 205

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

Caerus Investment Advisors's OXY Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in Occidental Petroleum (OXY) in Q1 2026: 3,674 shares worth $239K. The stake represents 0.1% of the portfolio and ranks #205 among its holdings.

1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Caerus Investment Advisors held 3,674 shares of Occidental Petroleum worth $239K as of Q1 2026.
  • Occidental Petroleum was a new Caerus Investment Advisors position in Q1 2026.
  • Occidental Petroleum made up 0.1% of Caerus Investment Advisors's portfolio in Q1 2026, its #205 holding.
  • 1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.