CAL
OXY icon

Capital Advisors Ltd’s Occidental Petroleum OXY Stock Holding History

Capital Advisors Ltd’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 		$13K Buy
266
+2
+0.8% +$114 ﹤0.01% 801
2026
Q1 		$17K Sell
264
-480
-65% -$24.1K ﹤0.01% 709
2025
Q4 		$32K Buy
744
+470
+172% +$19.6K ﹤0.01% 573
2025
Q3 		$13K Buy
274
+3
+1% +$136 ﹤0.01% 748
2025
Q2 		$11K Buy
271
+121
+81% +$5.06K ﹤0.01% 775
2025
Q1 		$7K Buy
150
+74
+97% +$3.61K ﹤0.01% 858
2024
Q4 		$4K Sell
76
-38
-33% -$1.92K ﹤0.01% 972
2024
Q3 		$6K Buy
114
+4
+4% +$228 ﹤0.01% 891
2024
Q2 		$7K Buy
110
+18
+20% +$1.15K ﹤0.01% 839
2024
Q1 		$6K Buy
92
+2
+2% +$119 ﹤0.01% 849
2023
Q4 		$5K Sell
90
-8
-8% -$488 ﹤0.01% 852
2023
Q3 		$6K Buy
98
+19
+24% +$1.2K ﹤0.01% 778
2023
Q2 		$5K Sell
79
-26
-25% -$1.56K ﹤0.01% 848
2023
Q1 		$7K Buy
105
+49
+88% +$3.04K ﹤0.01% 623
2022
Q4 		$4K Sell
56
-15
-21% -$1.02K ﹤0.01% 726
2022
Q3 		$4K Buy
71
+43
+154% +$2.75K ﹤0.01% 693
2022
Q2 		$2K Buy
28
+5
+22% +$307 ﹤0.01% 683
2022
Q1 		$1K Hold
23
– – ﹤0.01% 769
2021
Q4 		$1K Buy
+23
New +$722 ﹤0.01% 726

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

Capital Advisors Ltd's OXY Position: Q2 2026 in Review

Capital Advisors Ltd increased its Occidental Petroleum (OXY) stake by 0.76% in Q2 2026, buying an estimated $114 and bringing the position to 266 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Capital Advisors Ltd first reported a position in OXY in Q4 2021 and has held it in 19 quarters since. The position peaked at $32K in Q4 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Capital Advisors Ltd held 266 shares of Occidental Petroleum worth $13K as of Q2 2026.
  • Capital Advisors Ltd bought 2 Occidental Petroleum shares in Q2 2026, an estimated $114.
  • Occidental Petroleum made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #801 holding.
  • Capital Advisors Ltd first reported a position in Occidental Petroleum in Q4 2021 and has held it in 19 quarters since.
  • Capital Advisors Ltd's Occidental Petroleum position peaked at $32K in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.