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Stamos Capital Partners’s Occidental Petroleum OXY Stock Holding History

Stamos Capital Partners’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 		$1.28M Buy
26,370
+13,428
+104% +$762K 0.2% 113
2026
Q1 		$841K Sell
12,942
-27,282
-68% -$1.37M 0.13% 117
2025
Q4 		$1.65M Buy
40,224
+10,306
+34% +$430K 0.27% 101
2025
Q3 		$1.41M Sell
29,918
-18,839
-39% -$851K 0.27% 89
2025
Q2 		$2.05M Buy
48,757
+25,606
+111% +$1.07M 0.37% 83
2025
Q1 		$1.14M Sell
23,151
-2,389
-9% -$117K 0.3% 93
2024
Q4 		$1.26M Buy
25,540
+6,650
+35% +$336K 0.3% 95
2024
Q3 		$974K Buy
18,890
+2,120
+13% +$121K 0.23% 98
2024
Q2 		$1.06M Buy
16,770
+2,870
+21% +$184K 0.22% 97
2024
Q1 		$903K Sell
13,900
-2,320
-14% -$139K 0.21% 97
2023
Q4 		$968K Buy
+16,220
New +$990K 0.26% 83
2023
Q2 		– Sell
-9,680
Closed -$604K – 114
2023
Q1 		$604K Buy
9,680
+1,680
+21% +$104K 0.16% 87
2022
Q4 		$504K Sell
8,000
-830
-9% -$56.5K 0.16% 101
2022
Q3 		$543K Buy
8,830
+4,590
+108% +$294K 0.14% 117
2022
Q2 		$250K Buy
+4,240
New +$260K 0.08% 100
2020
Q3 		– Sell
-120,000
Closed -$2.2M – 69
2020
Q2 		$2.2M Sell
120,000
-195,168
-62% -$3.07M 1.26% 19
2020
Q1 		$3.65M Buy
315,168
+290,748
+1,191% +$9.55M 1.92% 18
2019
Q4 		$1.01M Buy
+24,420
New +$978K 0.81% 25

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

Stamos Capital Partners's OXY Position: Q2 2026 in Review

Stamos Capital Partners increased its Occidental Petroleum (OXY) stake by 104% in Q2 2026, buying an estimated $762K and bringing the position to 26,370 shares worth $1.28M. The position accounts for 0.2% of the portfolio, ranked #113.

Stamos Capital Partners first reported a position in OXY in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.65M in Q1 2020. 1,239 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Stamos Capital Partners held 26,370 shares of Occidental Petroleum worth $1.28M as of Q2 2026.
  • Stamos Capital Partners bought 13,428 Occidental Petroleum shares in Q2 2026, an estimated $762K.
  • Occidental Petroleum made up 0.2% of Stamos Capital Partners's portfolio in Q2 2026, its #113 holding.
  • Stamos Capital Partners first reported a position in Occidental Petroleum in Q4 2019 and has held it in 18 quarters since.
  • Stamos Capital Partners's Occidental Petroleum position peaked at $3.65M in Q1 2020.
  • 1,239 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.