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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
Q2 		– Sell
-8,992
Closed -$584K – 806
2026
Q1 		$584K Buy
+8,992
New +$452K 0.01% 451

Other funds holding OXY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

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

Capital Investment Advisors opened a new position in Occidental Petroleum (OXY) in Q2 2026: 6,054 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in OXY as recently as Q4 2025.

Capital Investment Advisors first reported a position in OXY in Q2 2017 and has held it in 28 quarters since. The position peaked at $2.05M in Q3 2018. 676 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Capital Investment Advisors held 6,054 shares of Occidental Petroleum worth $294K as of Q2 2026.
  • Occidental Petroleum was a new Capital Investment Advisors position in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #649 holding.
  • Capital Investment Advisors first reported a position in Occidental Petroleum in Q2 2017 and has held it in 28 quarters since.
  • Capital Investment Advisors's Occidental Petroleum position peaked at $2.05M in Q3 2018.
  • 676 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.