Grimes & Company’s Occidental Petroleum OXY Stock Holding History

Grimes & Company’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	–	Sell	-3,735	Closed	-$243K	–	467
2026 Q1	$243K	Buy	+3,735	New	+$188K	0.01%	392
2024 Q4	–	Sell	-4,133	Closed	-$213K	–	391
2024 Q3	$213K	Buy	4,133 +296	+8%	+$16.9K	0.01%	340
2024 Q2	$242K	Buy	3,837 +696	+22%	+$44.6K	0.01%	304
2024 Q1	$204K	Buy	+3,141	New	+$188K	0.01%	315
2023 Q4	–	Sell	-3,601	Closed	-$234K	–	335
2023 Q3	$234K	Sell	3,601 -1,512	-30%	-$95.1K	0.01%	261
2023 Q2	$301K	Buy	5,113 +1,466	+40%	+$87.9K	0.01%	242
2023 Q1	$228K	Buy	3,647 +9	+0.2%	+$559	0.01%	265
2022 Q4	$229K	Buy	3,638 +49	+1%	+$3.34K	0.01%	258
2022 Q3	$221K	Buy	3,589 +2	+0.1%	+$128	0.01%	250
2022 Q2	$211K	Sell	3,587 -3	-0.1%	-$184	0.01%	255
2022 Q1	$204K	Buy	+3,590	New	+$159K	0.01%	282
2020 Q1	–	Sell	-64,064	Closed	-$2.64M	–	257
2019 Q4	$2.64M	Sell	64,064 -7,068	-10%	-$283K	0.17%	98
2019 Q3	$3.16M	Buy	71,132 +4,840	+7%	+$229K	0.23%	81
2019 Q2	$3.33M	Buy	66,292 +4,631	+8%	+$261K	0.25%	81
2019 Q1	$4.08M	Buy	61,661 +2,744	+5%	+$181K	0.32%	76
2018 Q4	$3.62M	Sell	58,917 -4,431	-7%	-$311K	0.35%	67
2018 Q3	$5.21M	Buy	63,348 +4,161	+7%	+$336K	0.42%	66
2018 Q2	$4.95M	Sell	59,187 -1,596	-3%	-$127K	0.44%	67
2018 Q1	$3.95M	Buy	60,783 +988	+2%	+$69.1K	0.38%	71
2017 Q4	$4.41M	Buy	59,795 +3,568	+6%	+$242K	0.43%	63
2017 Q3	$3.61M	Buy	56,227 +1,028	+2%	+$62.6K	0.38%	69
2017 Q2	$3.31M	Buy	55,199 +1,211	+2%	+$74.1K	0.37%	72
2017 Q1	$3.42M	Buy	53,988 +791	+1%	+$52.6K	0.37%	67
2016 Q4	$3.79M	Sell	53,197 -5,875	-10%	-$417K	0.44%	66
2016 Q3	$4.31M	Buy	59,072 +38	+0.1%	+$2.85K	0.58%	56
2016 Q2	$4.46M	Buy	59,034 +5,779	+11%	+$432K	0.6%	49
2016 Q1	$3.65M	Sell	53,255 -828	-2%	-$55.5K	0.47%	63
2015 Q4	$3.65M	Sell	54,083 -635	-1%	-$45.7K	0.49%	60
2015 Q3	$3.61M	Buy	54,718 +853	+2%	+$59.6K	0.47%	61
2015 Q2	$4.18M	Buy	53,865 +1,300	+2%	+$102K	0.59%	54
2015 Q1	$3.83M	Buy	52,565 +2,871	+6%	+$222K	0.92%	48
2014 Q4	$4M	Sell	49,694 -27,976	-36%	-$2.32M	1.03%	41
2014 Q3	$7.16M	Buy	77,670 +1,650	+2%	+$158K	1.87%	11
2014 Q2	$7.47M	Buy	76,020 +2,188	+3%	+$206K	1.96%	8
2014 Q1	$6.74M	Buy	73,832 +3,299	+5%	+$295K	1.89%	15
2013 Q4	$6.43M	Buy	70,533 +2,806	+4%	+$256K	1.92%	13
2013 Q3	$6.07M	Buy	67,727 +2,648	+4%	+$228K	2.05%	8
2013 Q2	$5.56M	Buy	+65,079	New	+$5.5M	2.03%	7

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

Grimes & Company's OXY Position: Q2 2026 in Review

Grimes & Company sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,735 shares — an estimated $243K sold.

Grimes & Company first reported a position in OXY in Q2 2013 and held it in 38 quarters. The position peaked at $7.47M in Q2 2014. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Grimes & Company reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
Grimes & Company sold 3,735 Occidental Petroleum shares in Q2 2026, an estimated $243K.
Grimes & Company first reported a position in Occidental Petroleum in Q2 2013 and held it in 38 quarters.
Grimes & Company's Occidental Petroleum position peaked at $7.47M in Q2 2014.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.