Callan Family Office’s Occidental Petroleum OXY Stock Holding History

Callan Family Office’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	$8.46M	Buy	174,136 +1,911	+1%	+$109K	0.17%	118
2026 Q1	$11.2M	Buy	172,225 +56,286	+49%	+$2.83M	0.25%	82
2025 Q4	$4.77M	Sell	115,939 -41,492	-26%	-$1.73M	0.1%	194
2025 Q3	$7.44M	Sell	157,431 -6,336	-4%	-$286K	0.24%	88
2025 Q2	$6.88M	Buy	163,767 +113,354	+225%	+$4.74M	0.22%	106
2025 Q1	$2.49M	Buy	50,413 +10,625	+27%	+$519K	0.19%	111
2024 Q4	$1.97M	Buy	+39,788	New	+$2.01M	0.13%	154
2023 Q2	–	Sell	-25,651	Closed	-$1.6M	–	144
2023 Q1	$1.6M	Buy	+25,651	New	+$1.59M	0.39%	36

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

Callan Family Office's OXY Position: Q2 2026 in Review

Callan Family Office increased its Occidental Petroleum (OXY) stake by 1.1% in Q2 2026, buying an estimated $109K and bringing the position to 174,136 shares worth $8.46M. The position accounts for 0.17% of the portfolio, ranked #118.

Callan Family Office first reported a position in OXY in Q1 2023 and has held it in 8 quarters since. The position peaked at $11.2M in Q1 2026. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Callan Family Office held 174,136 shares of Occidental Petroleum worth $8.46M as of Q2 2026.
Callan Family Office bought 1,911 Occidental Petroleum shares in Q2 2026, an estimated $109K.
Occidental Petroleum made up 0.17% of Callan Family Office's portfolio in Q2 2026, its #118 holding.
Callan Family Office first reported a position in Occidental Petroleum in Q1 2023 and has held it in 8 quarters since.
Callan Family Office's Occidental Petroleum position peaked at $11.2M in Q1 2026.
1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.