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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
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 $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
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

Stamos Capital Partners's OXY Position: Q1 2026 in Review

Stamos Capital Partners reduced its Occidental Petroleum (OXY) stake by 68% in Q1 2026, selling an estimated $1.37M and leaving 12,942 shares worth $841K. The position accounts for 0.13% of the portfolio, ranked #117.

Stamos Capital Partners first reported a position in OXY in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.65M in Q1 2020. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Stamos Capital Partners held 12,942 shares of Occidental Petroleum worth $841K as of Q1 2026.
  • Stamos Capital Partners sold 27,282 Occidental Petroleum shares in Q1 2026, an estimated $1.37M.
  • Occidental Petroleum made up 0.13% of Stamos Capital Partners's portfolio in Q1 2026, its #117 holding.
  • Stamos Capital Partners first reported a position in Occidental Petroleum in Q4 2019 and has held it in 17 quarters since.
  • Stamos Capital Partners's Occidental Petroleum position peaked at $3.65M in Q1 2020.
  • 1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.