CA
OXY icon

Calton & Associates’s Occidental Petroleum OXY Stock Holding History

Calton & Associates’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 		– Sell
-3,665
Closed -$238K – 471
2026
Q1 		$238K Buy
+3,665
New +$184K 0.03% 376
2018
Q1 		– Sell
-3,314
Closed -$256K – 989
2017
Q4 		$256K Buy
+3,314
New +$225K 0.06% 283

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Calton & Associates's OXY Position: Q2 2026 in Review

Calton & Associates sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,665 shares — an estimated $238K sold.

Calton & Associates first reported a position in OXY in Q4 2017 and held it in 2 quarters. The position peaked at $256K in Q4 2017. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Calton & Associates reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 3,665 Occidental Petroleum shares in Q2 2026, an estimated $238K.
  • Calton & Associates first reported a position in Occidental Petroleum in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's Occidental Petroleum position peaked at $256K in Q4 2017.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.