Tacita Capital’s Occidental Petroleum OXY Stock Holding History

Tacita 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	$24.3K	Hold	500	–	–	0.01%	179
2026 Q1	$32.5K	Hold	500	–	–	0.02%	158
2025 Q4	$20.6K	Hold	500	–	–	0.01%	183
2025 Q3	$23.6K	Hold	500	–	–	0.01%	169
2025 Q2	$21K	Hold	500	–	–	0.01%	176
2025 Q1	$24.7K	Hold	500	–	–	0.02%	165
2024 Q4	$24.7K	Sell	500 -801	-62%	-$40.5K	0.02%	165
2024 Q3	$67.1K	Hold	1,301	–	–	0.04%	131
2024 Q2	$82K	Buy	1,301 +306	+31%	+$19.6K	0.06%	112
2024 Q1	$64.7K	Hold	995	–	–	0.04%	132
2023 Q4	$59.4K	Sell	995 -400	-29%	-$24.4K	0.04%	129
2023 Q3	$90.5K	Buy	1,395 +485	+53%	+$30.5K	0.07%	104
2023 Q2	$54K	Buy	910 +200	+28%	+$12K	0.04%	136
2023 Q1	$44K	Buy	+710	New	+$44.1K	0.03%	139

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Tacita Capital's OXY Position: Q2 2026 in Review

Tacita Capital held its Occidental Petroleum (OXY) position steady in Q2 2026 at 500 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #179.

Tacita Capital first reported a position in OXY in Q1 2023 and has held it in 14 quarters since. The position peaked at $90.5K in Q3 2023. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Tacita Capital held 500 shares of Occidental Petroleum worth $24.3K as of Q2 2026.
Tacita Capital left its Occidental Petroleum share count unchanged in Q2 2026.
Occidental Petroleum made up 0.01% of Tacita Capital's portfolio in Q2 2026, its #179 holding.
Tacita Capital first reported a position in Occidental Petroleum in Q1 2023 and has held it in 14 quarters since.
Tacita Capital's Occidental Petroleum position peaked at $90.5K in Q3 2023.
1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.