Clear Harbor Asset Management’s Occidental Petroleum OXY Stock Holding History

Clear Harbor Asset 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	$345K	Sell	5,300 -600	-10%	-$30.2K	0.02%	345
2025 Q4	$243K	Sell	5,900 -21,565	-79%	-$900K	0.02%	392
2025 Q3	$1.3M	Sell	27,465 -74	-0.3%	-$3.34K	0.09%	169
2025 Q2	$1.16M	Buy	27,539 +19,132	+228%	+$800K	0.09%	170
2025 Q1	$415K	Sell	8,407 -3,535	-30%	-$173K	0.03%	288
2024 Q4	$590K	Sell	11,942 -29,088	-71%	-$1.47M	0.05%	223
2024 Q3	$2.11M	Buy	41,030 +23,816	+138%	+$1.36M	0.17%	101
2024 Q2	$1.08M	Sell	17,214 -3,352	-16%	-$215K	0.09%	151
2024 Q1	$1.34M	Buy	20,566 +2,364	+13%	+$141K	0.12%	136
2023 Q4	$1.09M	Sell	18,202 -4,616	-20%	-$282K	0.1%	142
2023 Q3	$1.48M	Sell	22,818 -1,080	-5%	-$68K	0.15%	117
2023 Q2	$1.41M	Buy	23,898 +10,381	+77%	+$623K	0.14%	121
2023 Q1	$844K	Buy	13,517 +9,658	+250%	+$600K	0.09%	179
2022 Q4	$243K	Hold	3,859	–	–	0.03%	294
2022 Q3	$237K	Hold	3,859	–	–	0.03%	295
2022 Q2	$227K	Hold	3,859	–	–	0.03%	311
2022 Q1	$219K	Buy	+3,859	New	+$171K	0.02%	334
2020 Q4	–	Sell	-4,230	Closed	-$42.3K	–	608
2020 Q3	$42.3K	Buy	+4,230	New	+$59.6K	0.01%	409
2020 Q1	–	Sell	-4,940	Closed	-$204K	–	570
2019 Q4	$204K	Sell	4,940 -100	-2%	-$4.01K	0.04%	258
2019 Q3	$224K	Sell	5,040 -388	-7%	-$18.3K	0.04%	223
2019 Q2	$273K	Sell	5,428 -400	-7%	-$22.5K	0.05%	201
2019 Q1	$386K	Sell	5,828 -60	-1%	-$3.95K	0.08%	166
2018 Q4	$361K	Hold	5,888	–	–	0.08%	157
2018 Q3	$404K	Hold	5,888	–	–	0.08%	157
2018 Q2	$493K	Hold	5,888	–	–	0.09%	142
2018 Q1	$382K	Buy	5,888 +121	+2%	+$8.46K	0.07%	153
2017 Q4	$425K	Sell	5,767 -45	-0.8%	-$3.05K	0.08%	149
2017 Q3	$373K	Hold	5,812	–	–	0.07%	164
2017 Q2	$344K	Sell	5,812 -925	-14%	-$56.6K	0.07%	174
2017 Q1	$427K	Buy	6,737 +1,500	+29%	+$99.8K	0.09%	161
2016 Q4	$373K	Sell	5,237 -150	-3%	-$10.7K	0.08%	162
2016 Q3	$393K	Hold	5,387	–	–	0.09%	163
2016 Q2	$407K	Buy	5,387 +20	+0.4%	+$1.5K	0.09%	156
2016 Q1	$367K	Sell	5,367 -4,922	-48%	-$330K	0.08%	161
2015 Q4	$694K	Sell	10,289 -1,047	-9%	-$75.3K	0.16%	105
2015 Q3	$749K	Sell	11,336 -4,778	-30%	-$334K	0.17%	101
2015 Q2	$1.25M	Sell	16,114 -8,118	-34%	-$634K	0.25%	94
2015 Q1	$1.77M	Sell	24,232 -8,455	-26%	-$654K	0.34%	68
2014 Q4	$2.63M	Sell	32,687 -6,393	-16%	-$531K	0.53%	45
2014 Q3	$3.6M	Sell	39,080 -8,069	-17%	-$774K	0.8%	35
2014 Q2	$4.64M	Buy	47,149 +14,172	+43%	+$1.33M	0.99%	24
2014 Q1	$3.01M	Buy	32,977 +9,519	+41%	+$851K	0.71%	34
2013 Q4	$2.14M	Sell	23,458 -9,835	-30%	-$898K	0.54%	41
2013 Q3	$2.98M	Buy	33,293 +47	+0.1%	+$4.04K	0.81%	33
2013 Q2	$2.84M	Buy	+33,246	New	+$2.81M	0.84%	36

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

Clear Harbor Asset Management's OXY Position: Q1 2026 in Review

Clear Harbor Asset Management reduced its Occidental Petroleum (OXY) stake by 10% in Q1 2026, selling an estimated $30.2K and leaving 5,300 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #345.

Clear Harbor Asset Management first reported a position in OXY in Q2 2013 and has held it in 45 quarters since. The position peaked at $4.64M in Q2 2014. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Clear Harbor Asset Management held 5,300 shares of Occidental Petroleum worth $345K as of Q1 2026.
Clear Harbor Asset Management sold 600 Occidental Petroleum shares in Q1 2026, an estimated $30.2K.
Occidental Petroleum made up 0.02% of Clear Harbor Asset Management's portfolio in Q1 2026, its #345 holding.
Clear Harbor Asset Management first reported a position in Occidental Petroleum in Q2 2013 and has held it in 45 quarters since.
Clear Harbor Asset Management's Occidental Petroleum position peaked at $4.64M in Q2 2014.
1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.