Tufton Capital Management’s Occidental Petroleum OXY Stock Holding History

Tufton Capital Management’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	$540K	Hold	11,137	–	–	0.09%	93
2026 Q1	$723K	Sell	11,137 -82	-0.7%	-$4.12K	0.13%	82
2025 Q4	$461K	Sell	11,219 -12,876	-53%	-$537K	0.08%	94
2025 Q3	$1.14M	Sell	24,095 -1,853	-7%	-$83.7K	0.2%	73
2025 Q2	$1.09M	Sell	25,948 -1,245	-5%	-$52K	0.21%	74
2025 Q1	$1.34M	Buy	+27,193	New	+$1.33M	0.26%	69
2019 Q2	–	Sell	-4,150	Closed	-$274K	–	125
2019 Q1	$274K	Buy	+4,150	New	+$273K	0.06%	107
2018 Q3	–	Sell	-16,425	Closed	-$1.37M	–	125
2018 Q2	$1.37M	Hold	16,425	–	–	0.29%	69
2018 Q1	$1.07M	Buy	16,425 +7,600	+86%	+$532K	0.21%	74
2017 Q4	$650K	Buy	+8,825	New	+$599K	0.13%	80
2015 Q2	–	Sell	-3,646	Closed	-$266K	–	115
2015 Q1	$266K	Sell	3,646 -60	-2%	-$4.64K	0.05%	101
2014 Q4	$298K	Sell	3,706 -156	-4%	-$12.9K	0.05%	103
2014 Q3	$356K	Hold	3,862	–	–	0.07%	98
2014 Q2	$380K	Buy	3,862 +5	+0.1%	+$470	0.08%	100
2014 Q1	$352K	Hold	3,857	–	–	0.07%	102
2013 Q4	$351K	Hold	3,857	–	–	0.08%	102
2013 Q3	$346K	Hold	3,857	–	–	0.08%	101
2013 Q2	$330K	Buy	+3,857	New	+$326K	0.08%	96

Other funds holding OXY

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Tufton Capital Management's OXY Position: Q2 2026 in Review

Tufton Capital Management held its Occidental Petroleum (OXY) position steady in Q2 2026 at 11,137 shares worth $540K. The position accounts for 0.09% of the portfolio, ranked #93.

Tufton Capital Management first reported a position in OXY in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.37M in Q2 2018. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Tufton Capital Management held 11,137 shares of Occidental Petroleum worth $540K as of Q2 2026.
Tufton Capital Management left its Occidental Petroleum share count unchanged in Q2 2026.
Occidental Petroleum made up 0.09% of Tufton Capital Management's portfolio in Q2 2026, its #93 holding.
Tufton Capital Management first reported a position in Occidental Petroleum in Q2 2013 and has held it in 18 quarters since.
Tufton Capital Management's Occidental Petroleum position peaked at $1.37M in Q2 2018.
476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.