Capstone Investment Advisors
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Capstone Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Capstone 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 		$449K Sell
6,901
-80,006
-92% -$4.02M ﹤0.01% 1190
2025
Q4 		$3.57M Buy
86,907
+19,177
+28% +$800K 0.01% 449
2025
Q3 		$3.2M Sell
67,730
-83,893
-55% -$3.79M 0.01% 607
2025
Q2 		$6.37M Buy
151,623
+63,143
+71% +$2.64M 0.02% 346
2025
Q1 		$4.37M Sell
88,480
-72,880
-45% -$3.56M 0.01% 491
2024
Q4 		$7.97M Buy
161,360
+58,068
+56% +$2.93M 0.02% 407
2024
Q3 		$5.32M Buy
103,292
+101,482
+5,607% +$5.79M 0.02% 437
2024
Q2 		$114K Sell
1,810
-8,692
-83% -$557K ﹤0.01% 1869
2024
Q1 		$683K Sell
10,502
-9,589
-48% -$573K ﹤0.01% 1385
2023
Q4 		$1.2M Buy
20,091
+19,781
+6,381% +$1.21M ﹤0.01% 980
2023
Q3 		$20.1K Sell
310
-25,041
-99% -$1.58M ﹤0.01% 2060
2023
Q2 		$1.49M Buy
25,351
+10,391
+69% +$623K 0.01% 730
2023
Q1 		$934K Sell
14,960
-2,496
-14% -$155K ﹤0.01% 817
2022
Q4 		$1.1M Buy
+17,456
New +$1.19M 0.01% 896
2022
Q3 		– Sell
-2,288
Closed -$146K – 1738
2022
Q2 		$135K Sell
2,288
-25,793
-92% -$1.58M ﹤0.01% 1473
2022
Q1 		$1.59M Buy
28,081
+28,080
+2,808,000% +$1.24M ﹤0.01% 1157
2021
Q4 		$0 Buy
+1
New +$31 ﹤0.01% 2032
2021
Q1 		– Sell
-55,762
Closed -$1.39M – 1887
2020
Q4 		$965K Sell
55,762
-62,589
-53% -$858K ﹤0.01% 1091
2020
Q3 		$1.19M Buy
+118,351
New +$1.67M 0.01% 968
2020
Q2 		– Sell
-18,779
Closed -$296K – 1356
2020
Q1 		$217K Sell
18,779
-192,675
-91% -$6.33M ﹤0.01% 1008
2019
Q4 		$8.71M Buy
211,454
+94,440
+81% +$3.78M 0.05% 395
2019
Q3 		$5.2M Buy
117,014
+9,160
+8% +$433K 0.04% 424
2019
Q2 		$5.42M Buy
107,854
+79,745
+284% +$4.49M 0.04% 439
2019
Q1 		$1.86M Buy
28,109
+11,217
+66% +$739K 0.02% 633
2018
Q4 		$1.04M Buy
16,892
+3,344
+25% +$235K 0.01% 596
2018
Q3 		$1.11M Sell
13,548
-778
-5% -$62.9K 0.01% 564
2018
Q2 		$1.2M Buy
+14,326
New +$1.14M 0.02% 354
2017
Q2 		– Sell
-64,644
Closed -$4.09M – 856
2017
Q1 		$4.09M Buy
64,644
+61,193
+1,773% +$4.07M 0.1% 168
2016
Q4 		$245K Buy
+3,451
New +$245K 0.01% 775
2014
Q4 		– Sell
-9,380
Closed -$864K – 391
2014
Q3 		$864K Buy
9,380
+5,616
+149% +$539K 0.01% 344
2014
Q2 		$370K Buy
+3,764
New +$354K ﹤0.01% 363

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

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

Capstone Investment Advisors reduced its Occidental Petroleum (OXY) stake by 92% in Q1 2026, selling an estimated $4.02M and leaving 6,901 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Capstone Investment Advisors first reported a position in OXY in Q2 2014 and has held it in 31 quarters since. The position peaked at $8.71M in Q4 2019. 1,296 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Capstone Investment Advisors held 6,901 shares of Occidental Petroleum worth $449K as of Q1 2026.
  • Capstone Investment Advisors sold 80,006 Occidental Petroleum shares in Q1 2026, an estimated $4.02M.
  • Occidental Petroleum made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1190 holding.
  • Capstone Investment Advisors first reported a position in Occidental Petroleum in Q2 2014 and has held it in 31 quarters since.
  • Capstone Investment Advisors's Occidental Petroleum position peaked at $8.71M in Q4 2019.
  • 1,296 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.