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Caldwell Trust’s Occidental Petroleum OXY Stock Holding History

Caldwell Trust’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 		$372K Buy
5,719
+100
+2% +$5.03K 0.03% 257
2025
Q4 		$231K Sell
5,619
-300
-5% -$12.5K 0.02% 309
2025
Q3 		$280K Sell
5,919
-325
-5% -$14.7K 0.03% 281
2025
Q2 		$262K Buy
6,244
+300
+5% +$12.5K 0.03% 283
2025
Q1 		$293K Hold
5,944
– – 0.03% 269
2024
Q4 		$294K Hold
5,944
– – 0.03% 271
2024
Q3 		$306K Hold
5,944
– – 0.03% 266
2024
Q2 		$375K Hold
5,944
– – 0.04% 241
2024
Q1 		$386K Buy
5,944
+339
+6% +$20.2K 0.05% 240
2023
Q4 		$335K Hold
5,605
– – 0.04% 244
2023
Q3 		$364K Hold
5,605
– – 0.05% 228
2023
Q2 		$330K Hold
5,605
– – 0.04% 234
2023
Q1 		$350K Hold
5,605
– – 0.05% 229
2022
Q4 		$353K Hold
5,605
– – 0.05% 221
2022
Q3 		$344K Hold
5,605
– – 0.05% 221
2022
Q2 		$330K Buy
5,605
+5,280
+1,625% +$324K 0.05% 226
2022
Q1 		$18.4K Hold
325
– – ﹤0.01% 579
2021
Q4 		$9.42K Hold
325
– – ﹤0.01% 644
2021
Q3 		$9.61K Hold
325
– – ﹤0.01% 637
2021
Q2 		$10.2K Hold
325
– – ﹤0.01% 643
2021
Q1 		$8.65K Hold
325
– – ﹤0.01% 641
2020
Q4 		$5.63K Sell
325
-214
-40% -$2.94K ﹤0.01% 664
2020
Q3 		$5.39K Sell
539
-2,114
-80% -$29.8K ﹤0.01% 660
2020
Q2 		$48.5K Sell
2,653
-3,103
-54% -$48.9K 0.01% 417
2020
Q1 		$66.7K Sell
5,756
-1,776
-24% -$58.3K 0.01% 376
2019
Q4 		$310K Buy
+7,532
New +$302K 0.05% 220

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

Caldwell Trust's OXY Position: Q1 2026 in Review

Caldwell Trust increased its Occidental Petroleum (OXY) stake by 1.8% in Q1 2026, buying an estimated $5.03K and bringing the position to 5,719 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #257.

Caldwell Trust first reported a position in OXY in Q4 2019 and has held it in 26 quarters since. The position peaked at $386K in Q1 2024. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Caldwell Trust held 5,719 shares of Occidental Petroleum worth $372K as of Q1 2026.
  • Caldwell Trust bought 100 Occidental Petroleum shares in Q1 2026, an estimated $5.03K.
  • Occidental Petroleum made up 0.03% of Caldwell Trust's portfolio in Q1 2026, its #257 holding.
  • Caldwell Trust first reported a position in Occidental Petroleum in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Occidental Petroleum position peaked at $386K in Q1 2024.
  • 1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.