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Scotia Capital’s Occidental Petroleum OXY Stock Holding History

Scotia 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
2016
Q4 		– Sell
-10,000
Closed -$729K – 860
2016
Q3 		$729K Sell
10,000
-45,700
-82% -$3.42M 0.01% 481
2016
Q2 		$4.21M Buy
+55,700
New +$4.16M 0.09% 159

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Scotia Capital's OXY Position: Q2 2026 in Review

Scotia Capital opened a new position in Occidental Petroleum (OXY) in Q2 2026: 24,243 shares worth $1.18M. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: Scotia Capital previously reported a position in OXY as recently as Q4 2025.

Scotia Capital first reported a position in OXY in Q2 2013 and has held it in 37 quarters since. The position peaked at $8.5M in Q3 2013. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Scotia Capital held 24,243 shares of Occidental Petroleum worth $1.18M as of Q2 2026.
  • Occidental Petroleum was a new Scotia Capital position in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Scotia Capital's portfolio in Q2 2026, its #565 holding.
  • Scotia Capital first reported a position in Occidental Petroleum in Q2 2013 and has held it in 37 quarters since.
  • Scotia Capital's Occidental Petroleum position peaked at $8.5M in Q3 2013.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.