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 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 $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Callan Family Office's OXY Position: Q1 2026 in Review

Callan Family Office increased its Occidental Petroleum (OXY) stake by 49% in Q1 2026, buying an estimated $2.83M and bringing the position to 172,225 shares worth $11.2M. The position accounts for 0.25% of the portfolio, ranked #82.

Callan Family Office first reported a position in OXY in Q1 2023 and has held it in 7 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Callan Family Office held 172,225 shares of Occidental Petroleum worth $11.2M as of Q1 2026.
Callan Family Office bought 56,286 Occidental Petroleum shares in Q1 2026, an estimated $2.83M.
Occidental Petroleum made up 0.25% of Callan Family Office's portfolio in Q1 2026, its #82 holding.
Callan Family Office first reported a position in Occidental Petroleum in Q1 2023 and has held it in 7 quarters since.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.