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Capital Performance Advisors’s Occidental Petroleum OXY Stock Holding History

Capital Performance 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
-4,982
Closed -$324K – 446
2026
Q1 		$324K Buy
+4,982
New +$251K 0.02% 307
2024
Q4 		– Sell
-305
Closed -$15.7K – 1916
2024
Q3 		$15.7K Buy
+305
New +$17.4K ﹤0.01% 679

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 Performance Advisors's OXY Position: Q2 2026 in Review

Capital Performance Advisors sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 4,982 shares — an estimated $324K sold.

Capital Performance Advisors first reported a position in OXY in Q3 2024 and held it in 2 quarters. The position peaked at $324K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Capital Performance Advisors reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 4,982 Occidental Petroleum shares in Q2 2026, an estimated $324K.
  • Capital Performance Advisors first reported a position in Occidental Petroleum in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Occidental Petroleum position peaked at $324K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.