Waterloo Capital’s Occidental Petroleum OXY Stock Holding History

Waterloo 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	-3,836	Closed	-$249K	–	590
2026 Q1	$249K	Buy	+3,836	New	+$193K	0.02%	430

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

Waterloo Capital's OXY Position: Q2 2026 in Review

Waterloo Capital sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,836 shares — an estimated $249K sold.

Waterloo Capital first reported a position in OXY in Q1 2026 and held it in 1 quarter. The position peaked at $249K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Waterloo Capital reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
Waterloo Capital sold 3,836 Occidental Petroleum shares in Q2 2026, an estimated $249K.
Waterloo Capital first reported a position in Occidental Petroleum in Q1 2026 and held it in 1 quarter.
Waterloo Capital's Occidental Petroleum position peaked at $249K in Q1 2026.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.