CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Occidental Petroleum OXY Stock Holding History

CAPTRUST Financial 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
2023
Q4 		– Sell
-200
Closed -$13 – 2760
2023
Q3 		$13 Buy
+200
New +$12.6K ﹤0.01% 2619

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

CAPTRUST Financial Advisors's OXY Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Occidental Petroleum (OXY) stake by 45% in Q1 2026, buying an estimated $1.59M and bringing the position to 101,129 shares worth $6.57M. The position accounts for 0.01% of the portfolio, ranked #661.

CAPTRUST Financial Advisors first reported a position in OXY in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.1M in Q4 2019. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • CAPTRUST Financial Advisors held 101,129 shares of Occidental Petroleum worth $6.57M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 31,558 Occidental Petroleum shares in Q1 2026, an estimated $1.59M.
  • Occidental Petroleum made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #661 holding.
  • CAPTRUST Financial Advisors first reported a position in Occidental Petroleum in Q4 2017 and has held it in 34 quarters since.
  • CAPTRUST Financial Advisors's Occidental Petroleum position peaked at $13.1M in Q4 2019.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

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