Shelton Capital Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $215K | Hold |
4,419
| – | – | ﹤0.01% | 683 |
|
|
2026
Q1 | $287K | Buy |
+4,419
| New | +$222K | 0.01% | 528 |
|
|
2025
Q4 | – | Sell |
-4,419
| Closed | -$209K | – | 755 |
|
|
2025
Q3 | $209K | Buy |
+4,419
| New | +$200K | ﹤0.01% | 674 |
|
|
2025
Q2 | – | Sell |
-4,419
| Closed | -$218K | – | 737 |
|
|
2025
Q1 | $218K | Sell |
4,419
-183
| -4% | -$8.94K | 0.01% | 625 |
|
|
2024
Q4 | $227K | Hold |
4,602
| – | – | 0.01% | 635 |
|
|
2024
Q3 | $237K | Hold |
4,602
| – | – | 0.01% | 625 |
|
|
2024
Q2 | $290K | Hold |
4,602
| – | – | 0.01% | 499 |
|
|
2024
Q1 | $299K | Buy |
4,602
+14
| +0.3% | +$836 | 0.01% | 534 |
|
|
2023
Q4 | $274K | Sell |
4,588
-85
| -2% | -$5.19K | 0.01% | 551 |
|
|
2023
Q3 | $303K | Sell |
4,673
-586
| -11% | -$36.9K | 0.01% | 470 |
|
|
2023
Q2 | $309K | Hold |
5,259
| – | – | 0.01% | 480 |
|
|
2023
Q1 | $328K | Buy |
5,259
+586
| +13% | +$36.4K | 0.01% | 429 |
|
|
2022
Q4 | $294K | Sell |
4,673
-1,441
| -24% | -$98.1K | 0.03% | 438 |
|
|
2022
Q3 | $376K | Hold |
6,114
| – | – | 0.02% | 367 |
|
|
2022
Q2 | $360K | Hold |
6,114
| – | – | 0.02% | 403 |
|
|
2022
Q1 | $347K | Buy |
+6,114
| New | +$270K | 0.01% | 484 |
|
|
2020
Q4 | – | Sell |
-13,788
| Closed | -$138K | – | 795 |
|
|
2020
Q3 | $138K | Sell |
13,788
-200,000
| -94% | -$2.82M | 0.01% | 724 |
|
|
2020
Q2 | $3.91M | Buy |
213,788
+3,660
| +2% | +$57.7K | 0.22% | 94 |
|
|
2020
Q1 | $2.43M | Buy |
210,128
+103,225
| +97% | +$3.39M | 0.18% | 116 |
|
|
2019
Q4 | $4.41M | Buy |
106,903
+24,325
| +29% | +$974K | 0.24% | 86 |
|
|
2019
Q3 | $3.67M | Buy |
82,578
+1,186
| +1% | +$56.1K | 0.22% | 93 |
|
|
2019
Q2 | $4.09M | Buy |
81,392
+80,836
| +14,539% | +$4.55M | 0.24% | 87 |
|
|
2019
Q1 | $8.39K | Sell |
556
-8,090
| -94% | -$533K | 0.03% | 448 |
|
|
2018
Q4 | $531K | Buy |
8,646
+152
| +2% | +$10.7K | 0.04% | 297 |
|
|
2018
Q3 | $698K | Buy |
8,494
+150
| +2% | +$12.1K | 0.04% | 282 |
|
|
2018
Q2 | $698K | Buy |
8,344
+2,000
| +32% | +$160K | 0.04% | 282 |
|
|
2018
Q1 | $412K | Hold |
6,344
| – | – | 0.03% | 416 |
|
|
2017
Q4 | $467K | Sell |
6,344
-100
| -2% | -$6.79K | 0.03% | 400 |
|
|
2017
Q3 | $414K | Sell |
6,444
-234
| -4% | -$14.3K | 0.03% | 433 |
|
|
2017
Q2 | $400K | Buy |
6,678
+34
| +0.5% | +$2.08K | 0.03% | 435 |
|
|
2017
Q1 | $421K | Hold |
6,644
| – | – | 0.03% | 427 |
|
|
2016
Q4 | $473K | Buy |
6,644
+100
| +2% | +$7.1K | 0.04% | 378 |
|
|
2016
Q3 | $477K | Hold |
6,544
| – | – | 0.04% | 379 |
|
|
2016
Q2 | $494K | Buy |
6,544
+200
| +3% | +$14.9K | 0.04% | 371 |
|
|
2016
Q1 | $434K | Sell |
6,344
-11
| -0.2% | -$737 | 0.04% | 412 |
|
|
2015
Q4 | $429K | Hold |
6,355
| – | – | 0.04% | 400 |
|
|
2015
Q3 | $420K | Buy |
6,355
+453
| +8% | +$31.6K | 0.05% | 391 |
|
|
2015
Q2 | $458K | Hold |
5,902
| – | – | 0.05% | 393 |
|
|
2015
Q1 | $430K | Sell |
5,902
-701
| -11% | -$54.2K | 0.05% | 441 |
|
|
2014
Q4 | $531K | Sell |
6,603
-278
| -4% | -$23.1K | 0.06% | 341 |
|
|
2014
Q3 | $634K | Hold |
6,881
| – | – | 0.09% | 255 |
|
|
2014
Q2 | $677K | Hold |
6,881
| – | – | 0.09% | 234 |
|
|
2014
Q1 | $628K | Hold |
6,881
| – | – | 0.09% | 252 |
|
|
2013
Q4 | $627K | Hold |
6,881
| – | – | 0.09% | 232 |
|
|
2013
Q3 | $617K | Hold |
6,881
| – | – | 0.1% | 219 |
|
|
2013
Q2 | $588K | Buy |
+6,881
| New | +$581K | 0.11% | 202 |
|
Other funds holding OXY
Shelton Capital Management's OXY Position: Q2 2026 in Review
Shelton Capital Management held its Occidental Petroleum (OXY) position steady in Q2 2026 at 4,419 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #683.
Shelton Capital Management first reported a position in OXY in Q2 2013 and has held it in 46 quarters since. The position peaked at $4.41M in Q4 2019. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Shelton Capital Management held 4,419 shares of Occidental Petroleum worth $215K as of Q2 2026.
- Shelton Capital Management left its Occidental Petroleum share count unchanged in Q2 2026.
- Occidental Petroleum made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #683 holding.
- Shelton Capital Management first reported a position in Occidental Petroleum in Q2 2013 and has held it in 46 quarters since.
- Shelton Capital Management's Occidental Petroleum position peaked at $4.41M in Q4 2019.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.