Capricorn Fund Managers’s Occidental Petroleum OXY Stock Holding History

Capricorn Fund Managers’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	-76,877	Closed	-$3.16M	–	136
2025 Q4	$3.16M	Sell	76,877 -7,676	-9%	-$320K	0.76%	48
2025 Q3	$4M	Sell	84,553 -4,174	-5%	-$189K	1.34%	26
2025 Q2	$3.73M	Sell	88,727 -8,064	-8%	-$337K	1.76%	26
2025 Q1	$4.78M	Sell	96,791 -16	-0%	-$781	2.55%	19
2024 Q4	$4.69M	Buy	+96,807	New	+$4.89M	2.09%	20

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Capricorn Fund Managers's OXY Position: Q1 2026 in Review

Capricorn Fund Managers sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 76,877 shares — an estimated $3.16M sold.

Capricorn Fund Managers first reported a position in OXY in Q4 2024 and held it in 5 quarters. The position peaked at $4.78M in Q1 2025. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Capricorn Fund Managers reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
Capricorn Fund Managers sold 76,877 Occidental Petroleum shares in Q1 2026, an estimated $3.16M.
Capricorn Fund Managers first reported a position in Occidental Petroleum in Q4 2024 and held it in 5 quarters.
Capricorn Fund Managers's Occidental Petroleum position peaked at $4.78M in Q1 2025.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Capricorn Fund Managers's 13F filing for Q1 2026, filed 24 Apr 2026.