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Curi RMB Capital’s Occidental Petroleum OXY Stock Holding History

Curi RMB Capital’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 		$359K Buy
7,377
+4,185
+131% +$238K 0.01% 706
2026
Q1 		$208K Buy
+3,192
New +$161K ﹤0.01% 824
2023
Q2 		– Sell
-4,744
Closed -$296K – 516
2023
Q1 		$296K Sell
4,744
-115
-2% -$7.14K 0.01% 428
2022
Q4 		$306K Buy
4,859
+744
+18% +$50.7K 0.01% 411
2022
Q3 		$253K Sell
4,115
-115
-3% -$7.36K 0.01% 425
2022
Q2 		$249K Sell
4,230
-230
-5% -$14.1K 0.01% 427
2022
Q1 		$253K Buy
+4,460
New +$197K 0.01% 411
2020
Q1 		– Sell
-5,237
Closed -$216K – 741
2019
Q4 		$216K Sell
5,237
-476
-8% -$19.1K 0.01% 618
2019
Q3 		$254K Sell
5,713
-11,711
-67% -$554K 0.01% 620
2019
Q2 		$876K Buy
17,424
+3
+0% +$169 0.02% 439
2019
Q1 		$1.15M Hold
17,421
– – 0.03% 429
2018
Q4 		$1.07M Buy
17,421
+2,657
+18% +$187K 0.03% 487
2018
Q3 		$1.21M Buy
14,764
+50
+0.3% +$4.04K 0.03% 474
2018
Q2 		$1.23M Sell
14,714
-14,557
-50% -$1.16M 0.03% 458
2018
Q1 		$1.9M Sell
29,271
-742
-2% -$51.9K 0.05% 399
2017
Q4 		$2.21M Sell
30,013
-100,799
-77% -$6.84M 0.06% 359
2017
Q3 		$8.4M Hold
130,812
– – 0.22% 147
2017
Q2 		$7.83M Buy
+130,812
New +$8.01M 0.22% 142

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

Curi RMB Capital's OXY Position: Q2 2026 in Review

Curi RMB Capital increased its Occidental Petroleum (OXY) stake by 131% in Q2 2026, buying an estimated $238K and bringing the position to 7,377 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #706.

Curi RMB Capital first reported a position in OXY in Q2 2017 and has held it in 18 quarters since. The position peaked at $8.4M in Q3 2017. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Curi RMB Capital held 7,377 shares of Occidental Petroleum worth $359K as of Q2 2026.
  • Curi RMB Capital bought 4,185 Occidental Petroleum shares in Q2 2026, an estimated $238K.
  • Occidental Petroleum made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #706 holding.
  • Curi RMB Capital first reported a position in Occidental Petroleum in Q2 2017 and has held it in 18 quarters since.
  • Curi RMB Capital's Occidental Petroleum position peaked at $8.4M in Q3 2017.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.