Schwerin Boyle Capital Management’s Occidental Petroleum OXY Stock Holding History

Schwerin Boyle Capital Management’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	$16M	Sell	246,610 -27,778	-10%	-$1.4M	2.03%	17
2025 Q4	$11.3M	Sell	274,388 -172,562	-39%	-$7.2M	1.24%	26
2025 Q3	$21.1M	Buy	446,950 +229,600	+106%	+$10.4M	2.31%	12
2025 Q2	$9.13M	Hold	217,350	–	–	1.02%	32
2025 Q1	$10.7M	Hold	217,350	–	–	1.11%	27
2024 Q4	$10.7M	Buy	217,350 +2,450	+1%	+$124K	1.1%	27
2024 Q3	$11.1M	Buy	214,900 +19,500	+10%	+$1.11M	1.16%	27
2024 Q2	$12.3M	Buy	195,400 +57,600	+42%	+$3.69M	1.29%	26
2024 Q1	$8.96M	Buy	+137,800	New	+$8.23M	0.89%	30

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

Schwerin Boyle Capital Management's OXY Position: Q1 2026 in Review

Schwerin Boyle Capital Management reduced its Occidental Petroleum (OXY) stake by 10% in Q1 2026, selling an estimated $1.4M and leaving 246,610 shares worth $16M. The position accounts for 2.03% of the portfolio, ranked #17.

Schwerin Boyle Capital Management first reported a position in OXY in Q1 2024 and has held it in 9 quarters since. The position peaked at $21.1M in Q3 2025. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Schwerin Boyle Capital Management held 246,610 shares of Occidental Petroleum worth $16M as of Q1 2026.
Schwerin Boyle Capital Management sold 27,778 Occidental Petroleum shares in Q1 2026, an estimated $1.4M.
Occidental Petroleum made up 2.03% of Schwerin Boyle Capital Management's portfolio in Q1 2026, its #17 holding.
Schwerin Boyle Capital Management first reported a position in Occidental Petroleum in Q1 2024 and has held it in 9 quarters since.
Schwerin Boyle Capital Management's Occidental Petroleum position peaked at $21.1M in Q3 2025.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Schwerin Boyle Capital Management's 13F filing for Q1 2026, filed 14 May 2026.