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 Q2	$11.9M	Sell	245,660 -950	-0.4%	-$53.9K	1.46%	24
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 $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

Schwerin Boyle Capital Management's OXY Position: Q2 2026 in Review

Schwerin Boyle Capital Management reduced its Occidental Petroleum (OXY) stake by 0.39% in Q2 2026, selling an estimated $53.9K and leaving 245,660 shares worth $11.9M. The position accounts for 1.46% of the portfolio, ranked #24.

Schwerin Boyle Capital Management first reported a position in OXY in Q1 2024 and has held it in 10 quarters since. The position peaked at $21.1M in Q3 2025. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Schwerin Boyle Capital Management held 245,660 shares of Occidental Petroleum worth $11.9M as of Q2 2026.
Schwerin Boyle Capital Management sold 950 Occidental Petroleum shares in Q2 2026, an estimated $53.9K.
Occidental Petroleum made up 1.46% of Schwerin Boyle Capital Management's portfolio in Q2 2026, its #24 holding.
Schwerin Boyle Capital Management first reported a position in Occidental Petroleum in Q1 2024 and has held it in 10 quarters since.
Schwerin Boyle Capital Management's Occidental Petroleum position peaked at $21.1M in Q3 2025.
1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Schwerin Boyle Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.