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 Q2	$4.69M	Sell	96,617 -2,939	-3%	-$167K	0.48%	36
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 $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cheviot Value Management's OXY Position: Q2 2026 in Review

Cheviot Value Management reduced its Occidental Petroleum (OXY) stake by 3% in Q2 2026, selling an estimated $167K and leaving 96,617 shares worth $4.69M. The position accounts for 0.48% of the portfolio, ranked #36.

Cheviot Value Management first reported a position in OXY in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.47M in Q1 2026. 1,239 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Cheviot Value Management held 96,617 shares of Occidental Petroleum worth $4.69M as of Q2 2026.
Cheviot Value Management sold 2,939 Occidental Petroleum shares in Q2 2026, an estimated $167K.
Occidental Petroleum made up 0.48% of Cheviot Value Management's portfolio in Q2 2026, its #36 holding.
Cheviot Value Management first reported a position in Occidental Petroleum in Q2 2023 and has held it in 12 quarters since.
Cheviot Value Management's Occidental Petroleum position peaked at $6.47M in Q1 2026.
1,239 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.