Moors & Cabot’s Occidental Petroleum OXY Stock Holding History

Moors & Cabot’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
2022 Q2	–	Sell	-4,000	Closed	-$18K	–	890
2022 Q1	$18K	Buy	+4,000	New	+$177K	﹤0.01%	852
2021 Q4	–	Sell	-1,000	Closed	-$5K	–	955
2021 Q3	$5K	Buy	+1,000	New	+$26.7K	﹤0.01%	838
2020 Q4	–	Sell	-300	Closed	-$2K	–	767
2020 Q3	$2K	Sell	300 -200	-40%	-$2.82K	﹤0.01%	703
2020 Q2	$5K	Buy	+500	New	+$7.88K	﹤0.01%	662

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

Moors & Cabot's OXY Position: Q1 2026 in Review

Moors & Cabot reduced its Occidental Petroleum (OXY) stake by 15% in Q1 2026, selling an estimated $182K and leaving 20,299 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #304.

Moors & Cabot first reported a position in OXY in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.97M in Q2 2024. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Moors & Cabot held 20,299 shares of Occidental Petroleum worth $1.32M as of Q1 2026.
Moors & Cabot sold 3,613 Occidental Petroleum shares in Q1 2026, an estimated $182K.
Occidental Petroleum made up 0.06% of Moors & Cabot's portfolio in Q1 2026, its #304 holding.
Moors & Cabot first reported a position in Occidental Petroleum in Q1 2014 and has held it in 49 quarters since.
Moors & Cabot's Occidental Petroleum position peaked at $1.97M in Q2 2024.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.