Cape Investment Advisory’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.55K Buy
+32
New +$1.82K ﹤0.01% 1276
2026
Q1
Sell
-11
Closed -$452 891
2025
Q4
$452 Buy
+11
New +$459 ﹤0.01% 1251
2025
Q2
Sell
-2
Closed -$99 1232
2025
Q1
$99 Hold
2
﹤0.01% 1092
2024
Q4
$99 Buy
+2
New +$101 ﹤0.01% 1103
2023
Q2
Sell
-15
Closed -$936 961
2023
Q1
$936 Buy
+15
New +$932 ﹤0.01% 876

Other funds holding OXY

Cape Investment Advisory's OXY Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Occidental Petroleum (OXY) in Q2 2026: 32 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #1276 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in OXY as recently as Q4 2025.

Cape Investment Advisory first reported a position in OXY in Q1 2023 and has held it in 5 quarters since. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Cape Investment Advisory held 32 shares of Occidental Petroleum worth $1.55K as of Q2 2026.
  • Occidental Petroleum was a new Cape Investment Advisory position in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1276 holding.
  • Cape Investment Advisory first reported a position in Occidental Petroleum in Q1 2023 and has held it in 5 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.