Cheviot Value Management’s Occidental Petroleum OXY Stock Holding History

Cheviot Value Management’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	$6.47M	Sell	99,556 -3,400	-3%	-$171K	0.65%	29
2025 Q4	$4.62M	Sell	102,956 -19,315	-16%	-$806K	0.45%	35
2025 Q3	$4.99M	Sell	122,271 -697	-0.6%	-$31.5K	0.53%	36
2025 Q2	$5.45M	Buy	122,968 +15,099	+14%	+$631K	0.62%	32
2025 Q1	$4.19M	Buy	107,869 +23,866	+28%	+$1.17M	0.51%	34
2024 Q4	$4.15M	Buy	84,003 +15,688	+23%	+$792K	0.79%	27
2024 Q3	$3.52M	Buy	68,315 +33,087	+94%	+$1.89M	0.66%	29
2024 Q2	$2.22M	Buy	+35,228	New	+$2.26M	0.43%	34
2024 Q1	–	Sell	-29,769	Closed	-$1.78M	–	70
2023 Q4	$1.78M	Buy	29,769 +12,433	+72%	+$759K	0.38%	34
2023 Q3	$1.12M	Buy	17,336 +4,923	+40%	+$310K	0.25%	36
2023 Q2	$730K	Buy	+12,413	New	+$745K	0.16%	42

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

Cheviot Value Management's OXY Position: Q1 2026 in Review

Cheviot Value Management reduced its Occidental Petroleum (OXY) stake by 3.3% in Q1 2026, selling an estimated $171K and leaving 99,556 shares worth $6.47M. The position accounts for 0.65% of the portfolio, ranked #29.

Cheviot Value Management first reported a position in OXY in Q2 2023 and has held it in 11 quarters since. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Cheviot Value Management held 99,556 shares of Occidental Petroleum worth $6.47M as of Q1 2026.
Cheviot Value Management sold 3,400 Occidental Petroleum shares in Q1 2026, an estimated $171K.
Occidental Petroleum made up 0.65% of Cheviot Value Management's portfolio in Q1 2026, its #29 holding.
Cheviot Value Management first reported a position in Occidental Petroleum in Q2 2023 and has held it in 11 quarters since.
1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.