Fidelis Capital Partners’s Occidental Petroleum OXY Stock Holding History

Fidelis Capital Partners’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	$204K	Buy	4,192 +164	+4%	+$9.31K	0.01%	523
2026 Q1	$262K	Buy	+4,028	New	+$203K	0.02%	431
2024 Q3	–	Sell	-3,838	Closed	-$215K	–	426
2024 Q2	$215K	Buy	3,838 +48	+1%	+$3.08K	0.03%	342
2024 Q1	$246K	Buy	3,790 +269	+8%	+$16.1K	0.04%	321
2023 Q4	$210K	Sell	3,521 -531	-13%	-$32.4K	0.05%	301
2023 Q3	$263K	Buy	4,052 +400	+11%	+$25.2K	0.09%	216
2023 Q2	$215K	Buy	+3,652	New	+$219K	0.08%	250

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

Fidelis Capital Partners's OXY Position: Q2 2026 in Review

Fidelis Capital Partners increased its Occidental Petroleum (OXY) stake by 4.1% in Q2 2026, buying an estimated $9.31K and bringing the position to 4,192 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #523.

Fidelis Capital Partners first reported a position in OXY in Q2 2023 and has held it in 7 quarters since. The position peaked at $263K in Q3 2023. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Fidelis Capital Partners held 4,192 shares of Occidental Petroleum worth $204K as of Q2 2026.
Fidelis Capital Partners bought 164 Occidental Petroleum shares in Q2 2026, an estimated $9.31K.
Occidental Petroleum made up 0.01% of Fidelis Capital Partners's portfolio in Q2 2026, its #523 holding.
Fidelis Capital Partners first reported a position in Occidental Petroleum in Q2 2023 and has held it in 7 quarters since.
Fidelis Capital Partners's Occidental Petroleum position peaked at $263K in Q3 2023.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.