Optima Capital’s Occidental Petroleum OXY Stock Holding History

Optima 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 Q1	–	Sell	-58	Closed	-$2.4K	–	944
2025 Q4	$2.4K	Buy	+58	New	+$2.42K	﹤0.01%	730

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

Optima Capital's OXY Position: Q1 2026 in Review

Optima Capital sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 58 shares — an estimated $2.4K sold.

Optima Capital first reported a position in OXY in Q4 2025 and held it in 1 quarter. The position peaked at $2.4K in Q4 2025. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Optima Capital reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 58 Occidental Petroleum shares in Q1 2026, an estimated $2.4K.
Optima Capital first reported a position in Occidental Petroleum in Q4 2025 and held it in 1 quarter.
Optima Capital's Occidental Petroleum position peaked at $2.4K in Q4 2025.
1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.