CS
OXY icon

Capital Square’s Occidental Petroleum OXY Stock Holding History

Capital Square’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 		$370K Sell
6,483
-2,433
-27% -$122K 0.17% 132
2025
Q4 		$367K Sell
8,916
-25
-0.3% -$1.04K 0.19% 122
2025
Q3 		$422K Buy
8,941
+2,385
+36% +$108K 0.22% 107
2025
Q2 		$304K Buy
6,556
+36
+0.6% +$1.5K 0.16% 136
2025
Q1 		$322K Buy
6,520
+540
+9% +$26.4K 0.19% 121
2024
Q4 		$295K Buy
+5,980
New +$302K 0.17% 133
2020
Q2 		– Sell
-4,853
Closed -$56K – 233
2020
Q1 		$56K Buy
+4,853
New +$159K 0.07% 190

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 Square's OXY Position: Q1 2026 in Review

Capital Square reduced its Occidental Petroleum (OXY) stake by 27% in Q1 2026, selling an estimated $122K and leaving 6,483 shares worth $370K. The position accounts for 0.17% of the portfolio, ranked #132.

Capital Square first reported a position in OXY in Q1 2020 and has held it in 7 quarters since. The position peaked at $422K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Capital Square held 6,483 shares of Occidental Petroleum worth $370K as of Q1 2026.
  • Capital Square sold 2,433 Occidental Petroleum shares in Q1 2026, an estimated $122K.
  • Occidental Petroleum made up 0.17% of Capital Square's portfolio in Q1 2026, its #132 holding.
  • Capital Square first reported a position in Occidental Petroleum in Q1 2020 and has held it in 7 quarters since.
  • Capital Square's Occidental Petroleum position peaked at $422K in Q3 2025.
  • 1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.