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SummitTX Capital’s Occidental Petroleum OXY Stock Holding History

SummitTX 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
2026
Q2 		– Sell
-17,509
Closed -$1.14M – 959
2026
Q1 		$1.14M Buy
17,509
+9,021
+106% +$454K 0.04% 416
2025
Q4 		$349K Buy
+8,488
New +$354K 0.01% 580
2025
Q3 		– Sell
-139,896
Closed -$5.88M – 921
2025
Q2 		$5.88M Buy
+139,896
New +$5.85M 0.25% 96

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

SummitTX Capital's OXY Position: Q2 2026 in Review

SummitTX Capital sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 17,509 shares — an estimated $1.14M sold.

SummitTX Capital first reported a position in OXY in Q2 2025 and held it in 3 quarters. The position peaked at $5.88M in Q2 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • SummitTX Capital reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • SummitTX Capital sold 17,509 Occidental Petroleum shares in Q2 2026, an estimated $1.14M.
  • SummitTX Capital first reported a position in Occidental Petroleum in Q2 2025 and held it in 3 quarters.
  • SummitTX Capital's Occidental Petroleum position peaked at $5.88M in Q2 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.