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 		$6.84M Buy
105,300
+38,100
+57% +$1.92M 0.01% 369
2025
Q4 		$2.76M Sell
67,200
-69,100
-51% -$2.88M 0.01% 516
2025
Q3 		$6.44M Buy
136,300
+44,900
+49% +$2.03M 0.01% 412
2025
Q2 		$3.84M Sell
91,400
-46,400
-34% -$1.94M 0.01% 449
2025
Q1 		$6.8M Sell
137,800
-102,400
-43% -$5M 0.02% 384
2024
Q4 		$11.9M Buy
240,200
+52,500
+28% +$2.65M 0.03% 325
2024
Q3 		$9.67M Sell
187,700
-5,000
-3% -$285K 0.03% 307
2024
Q2 		$12.1M Buy
192,700
+16,000
+9% +$1.03M 0.04% 272
2024
Q1 		$11.5M Sell
176,700
-79,900
-31% -$4.77M 0.04% 252
2023
Q4 		$15.3M Buy
256,600
+124,200
+94% +$7.58M 0.05% 258
2023
Q3 		$8.59M Buy
132,400
+15,900
+14% +$1M 0.04% 315
2023
Q2 		$6.85M Buy
116,500
+15,300
+15% +$918K 0.03% 313
2023
Q1 		$6.32M Sell
101,200
-27,800
-22% -$1.73M 0.03% 316
2022
Q4 		$8.13M Buy
129,000
+10,000
+8% +$681K 0.06% 273
2022
Q3 		$7.31M Sell
119,000
-33,200
-22% -$2.13M 0.04% 307
2022
Q2 		$8.96M Sell
152,200
-292,900
-66% -$18M 0.04% 286
2022
Q1 		$25.3M Sell
445,100
-412,600
-48% -$18.2M 0.07% 210
2021
Q4 		$24.9M Buy
857,700
+26,000
+3% +$816K 0.04% 375
2021
Q3 		$24.6M Buy
831,700
+30,200
+4% +$806K 0.05% 364
2021
Q2 		$25.1M Buy
801,500
+139,900
+21% +$3.75M 0.06% 303
2021
Q1 		$17.6M Buy
661,600
+218,400
+49% +$5.46M 0.05% 321
2020
Q4 		$7.67M Buy
443,200
+201,100
+83% +$2.76M 0.03% 466
2020
Q3 		$2.42M Buy
242,100
+56,600
+31% +$798K 0.01% 742
2020
Q2 		$3.4M Buy
185,500
+22,000
+13% +$347K 0.02% 536
2020
Q1 		$1.89M Sell
163,500
-446,600
-73% -$14.7M 0.03% 540
2019
Q4 		$25.1M Buy
610,100
+217,500
+55% +$8.71M 0.14% 160
2019
Q3 		$17.5M Buy
392,600
+212,700
+118% +$10.1M 0.12% 163
2019
Q2 		$9.04M Buy
179,900
+51,400
+40% +$2.89M 0.07% 315
2019
Q1 		$8.51M Buy
128,500
+58,800
+84% +$3.87M 0.08% 244
2018
Q4 		$4.28M Buy
69,700
+20,900
+43% +$1.47M 0.05% 278
2018
Q3 		$4.01M Buy
48,800
+35,600
+270% +$2.88M 0.05% 291
2018
Q2 		$1.1M Buy
+13,200
New +$1.05M 0.02% 370
2017
Q1 		– Sell
-5,700
Closed -$405K – 1060
2016
Q4 		$405K Buy
+5,700
New +$405K 0.01% 647
2013
Q3 		– Sell
-5,636
Closed -$481K – 538
2013
Q2 		$481K Buy
+5,636
New +$476K 0.01% 389

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 $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 $1.61T 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

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. 1,295 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.
  • 1,295 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.