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Capital Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Capital Investment Advisors’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 		– Sell
-8,174
Closed -$411K – 774
2025
Q4 		$336K Buy
8,174
+2,650
+48% +$111K 0.01% 565
2025
Q3 		$261K Sell
5,524
-64
-1% -$2.89K ﹤0.01% 629
2025
Q2 		$235K Sell
5,588
-1,717
-24% -$71.8K ﹤0.01% 626
2025
Q1 		$361K Buy
7,305
+2,391
+49% +$117K 0.01% 500
2024
Q4 		$243K Sell
4,914
-3,041
-38% -$154K ﹤0.01% 569
2024
Q3 		$410K Buy
7,955
+2,456
+45% +$140K 0.01% 449
2024
Q2 		$347K Sell
5,499
-1,557
-22% -$99.8K 0.01% 470
2024
Q1 		$459K Buy
7,056
+81
+1% +$4.84K 0.01% 410
2023
Q4 		$416K Buy
6,975
+734
+12% +$44.8K 0.01% 416
2023
Q3 		$405K Sell
6,241
-123
-2% -$7.74K 0.01% 394
2023
Q2 		$374K Buy
6,364
+341
+6% +$20.5K 0.01% 389
2023
Q1 		$376K Buy
6,023
+257
+4% +$16K 0.01% 402
2022
Q4 		$363K Buy
5,766
+1,804
+46% +$123K 0.01% 408
2022
Q3 		$243K Sell
3,962
-1,597
-29% -$102K 0.01% 465
2022
Q2 		$327K Buy
+5,559
New +$341K 0.01% 408
2020
Q2 		– Sell
-16,543
Closed -$192K – 510
2020
Q1 		$192K Sell
16,543
-14,590
-47% -$479K 0.01% 422
2019
Q4 		$1.28M Sell
31,133
-5,465
-15% -$219K 0.06% 201
2019
Q3 		$1.63M Buy
36,598
+808
+2% +$38.2K 0.09% 164
2019
Q2 		$1.8M Buy
35,790
+4,823
+16% +$271K 0.1% 159
2019
Q1 		$2.05M Buy
30,967
+2,558
+9% +$169K 0.12% 143
2018
Q4 		$1.74M Buy
28,409
+3,443
+14% +$242K 0.12% 145
2018
Q3 		$2.05M Buy
24,966
+1,379
+6% +$111K 0.12% 134
2018
Q2 		$1.97M Sell
23,587
-1,384
-6% -$111K 0.12% 137
2018
Q1 		$1.62M Buy
24,971
+6,603
+36% +$462K 0.11% 156
2017
Q4 		$1.35M Buy
18,368
+3,305
+22% +$224K 0.09% 177
2017
Q3 		$967K Buy
15,063
+7,101
+89% +$432K 0.07% 215
2017
Q2 		$477K Buy
+7,962
New +$487K 0.03% 289

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
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

Capital Investment Advisors's OXY Position: Q1 2026 in Review

Capital Investment Advisors sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 8,174 shares — an estimated $411K sold.

Capital Investment Advisors first reported a position in OXY in Q2 2017 and held it in 27 quarters. The position peaked at $2.05M in Q3 2018. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Capital Investment Advisors reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
  • Capital Investment Advisors sold 8,174 Occidental Petroleum shares in Q1 2026, an estimated $411K.
  • Capital Investment Advisors first reported a position in Occidental Petroleum in Q2 2017 and held it in 27 quarters.
  • Capital Investment Advisors's Occidental Petroleum position peaked at $2.05M in Q3 2018.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.