CIM
OXY icon

Confluence Investment Management’s Occidental Petroleum OXY Stock Holding History

Confluence Investment 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 		$1.29M Buy
+26,565
New +$1.51M 0.02% 190
2019
Q2 		– Sell
-3,839
Closed -$254K – 301
2019
Q1 		$254K Buy
+3,839
New +$253K ﹤0.01% 270
2017
Q2 		– Sell
-169,470
Closed -$10.7M – 243
2017
Q1 		$10.7M Buy
169,470
+20,348
+14% +$1.35M 0.24% 95
2016
Q4 		$10.6M Buy
149,122
+6,548
+5% +$465K 0.26% 91
2016
Q3 		$10.4M Buy
142,574
+8,498
+6% +$636K 0.27% 88
2016
Q2 		$10.1M Buy
134,076
+9,217
+7% +$689K 0.28% 85
2016
Q1 		$8.54M Buy
124,859
+14,585
+13% +$978K 0.26% 94
2015
Q4 		$7.44M Buy
110,274
+756
+0.7% +$54.4K 0.24% 104
2015
Q3 		$7.23M Buy
109,518
+25,247
+30% +$1.76M 0.26% 90
2015
Q2 		$6.54M Buy
84,271
+4,382
+5% +$342K 0.24% 109
2015
Q1 		$5.82M Buy
79,889
+10,968
+16% +$848K 0.22% 117
2014
Q4 		$5.55M Buy
68,921
+3,951
+6% +$328K 0.23% 110
2014
Q3 		$5.99M Buy
64,970
+5,557
+9% +$533K 0.27% 87
2014
Q2 		$5.84M Buy
59,413
+4,104
+7% +$386K 0.27% 83
2014
Q1 		$5.05M Buy
55,309
+9,491
+21% +$848K 0.26% 94
2013
Q4 		$4.17M Buy
45,818
+7,843
+21% +$716K 0.23% 109
2013
Q3 		$3.4M Buy
37,975
+4,799
+14% +$412K 0.21% 103
2013
Q2 		$2.84M Buy
+33,176
New +$2.8M 0.2% 114

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Confluence Investment Management's OXY Position: Q2 2026 in Review

Confluence Investment Management opened a new position in Occidental Petroleum (OXY) in Q2 2026: 26,565 shares worth $1.29M. The stake represents 0.02% of the portfolio and ranks #190 among its holdings. This is a return to the name: Confluence Investment Management previously reported a position in OXY as recently as Q1 2019.

Confluence Investment Management first reported a position in OXY in Q2 2013 and has held it in 18 quarters since. The position peaked at $10.7M in Q1 2017. 1,239 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Confluence Investment Management held 26,565 shares of Occidental Petroleum worth $1.29M as of Q2 2026.
  • Occidental Petroleum was a new Confluence Investment Management position in Q2 2026.
  • Occidental Petroleum made up 0.02% of Confluence Investment Management's portfolio in Q2 2026, its #190 holding.
  • Confluence Investment Management first reported a position in Occidental Petroleum in Q2 2013 and has held it in 18 quarters since.
  • Confluence Investment Management's Occidental Petroleum position peaked at $10.7M in Q1 2017.
  • 1,239 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.