Caldwell Sutter Capital’s Occidental Petroleum OXY Stock Holding History

Caldwell Sutter Capital’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	$14.2K	Hold	292	–	–	0.01%	573
2026 Q1	$19K	Hold	292	–	–	0.01%	491
2025 Q4	$12K	Hold	292	–	–	0.01%	528
2025 Q3	$13.8K	Hold	292	–	–	0.01%	516
2025 Q2	$12.3K	Sell	292 -85	-23%	-$3.55K	0.01%	512
2025 Q1	$18.6K	Sell	377 -325	-46%	-$15.9K	0.01%	474
2024 Q4	$34.7K	Buy	702 +115	+20%	+$5.81K	0.02%	407
2024 Q3	$30.3K	Hold	587	–	–	0.01%	426
2024 Q2	$37K	Hold	587	–	–	0.02%	400
2024 Q1	$38.1K	Hold	587	–	–	0.02%	384
2023 Q4	$35K	Sell	587 -202	-26%	-$12.3K	0.02%	384
2023 Q3	$51.2K	Buy	789 +1	+0.1%	+$63	0.03%	317
2023 Q2	$46.3K	Buy	788 +127	+19%	+$7.62K	0.02%	330
2023 Q1	$41.2K	Buy	661 +1	+0.2%	+$62	0.03%	258
2022 Q4	$41.6K	Buy	+660	New	+$44.9K	0.04%	186

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Caldwell Sutter Capital's OXY Position: Q2 2026 in Review

Caldwell Sutter Capital held its Occidental Petroleum (OXY) position steady in Q2 2026 at 292 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #573.

Caldwell Sutter Capital first reported a position in OXY in Q4 2022 and has held it in 15 quarters since. The position peaked at $51.2K in Q3 2023. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Caldwell Sutter Capital held 292 shares of Occidental Petroleum worth $14.2K as of Q2 2026.
Caldwell Sutter Capital left its Occidental Petroleum share count unchanged in Q2 2026.
Occidental Petroleum made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #573 holding.
Caldwell Sutter Capital first reported a position in Occidental Petroleum in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Occidental Petroleum position peaked at $51.2K in Q3 2023.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.