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Swan Capital’s Occidental Petroleum OXY Stock Holding History

Swan 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
Q1 		$12.8K Hold
197
– – ﹤0.01% 171
2025
Q4 		$8.1K Buy
197
+150
+319% +$6.26K ﹤0.01% 190
2025
Q3 		$2.22K Sell
47
-37
-44% -$1.67K ﹤0.01% 303
2025
Q2 		$3.53K Buy
+84
New +$3.51K ﹤0.01% 274

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

Swan Capital's OXY Position: Q1 2026 in Review

Swan Capital held its Occidental Petroleum (OXY) position steady in Q1 2026 at 197 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Swan Capital first reported a position in OXY in Q2 2025 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Swan Capital held 197 shares of Occidental Petroleum worth $12.8K as of Q1 2026.
  • Swan Capital left its Occidental Petroleum share count unchanged in Q1 2026.
  • Occidental Petroleum made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #171 holding.
  • Swan Capital first reported a position in Occidental Petroleum in Q2 2025 and has held it in 4 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

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