David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Occidental Petroleum Corp. (OXY)
← All OXY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.44 $12.67–24.50 · VW $16.64i SEC
2020   Q1 167,122 0.44 Reduce 40.29% 0.76 $9.00–34.63 · VW $18.86i $1,935,000 SEC
2019   Q4 279,905 1.88 Add 5.44% 0.10 $29.64–47.58 · VW $36.65i $11,535,000 SEC
2019   Q3 265,469 2.10 Add 17.95% 0.32 $37.60–48.85 · VW $41.67i $11,805,000 SEC
2019   Q2 225,075 2.04 Reduce 6.30% 0.17 $41.83–54.05 · VW $46.45i $11,317,000 SEC
2019   Q1 240,201 2.76 Reduce 1.01% 0.03 $49.69–68.83 · VW $56.10i $15,901,000 SEC
2018   Q4 242,644 2.81 Add 3.94% 0.11 $56.83–72.43 · VW $65.14i $14,893,000 SEC
2018   Q3 233,442 3.11 Add 10.49% 0.30 $65.65–83.35 · VW $73.09i $19,182,000 SEC
2018   Q2 211,275 2.96 Reduce 3.01% 0.07 $76.10–87.67 · VW $81.21i $17,679,000 SEC
2018   Q1 217,839 2.36 Reduce 0.02% <0.01 $62.47–86.38 · VW $77.68i $14,151,000 SEC
2017   Q4 217,879 2.56 Reduce 2.67% 0.06 $65.59–78.09 · VW $69.76i $16,049,000 SEC
2017   Q3 223,864 2.37 Add 0.45% 0.01 $59.28–70.61 · VW $66.80i $14,374,000 SEC
2017   Q2 222,869 2.29 Add 4.68% 0.10 $57.84–63.02 · VW $60.19i $13,343,000 SEC
2017   Q1 212,899 2.37 Add 8.72% 0.19 $57.20–66.79 · VW $60.97i $13,489,000 SEC
2016   Q4 195,818 2.36 Add 6.97% 0.15 $64.19–73.51 · VW $67.75i $13,948,000 SEC
2016   Q3 183,061 2.35 Add 18.93% 0.37 $64.37–78.17 · VW $71.30i $13,349,000 SEC
2016   Q2 153,919 2.26 Reduce 2.07% 0.04 $72.11–78.48 · VW $75.81i $11,630,000 SEC
2016   Q1 157,169 2.12 Reduce 1.14% 0.02 $66.20–78.09 · VW $73.24i $10,755,000 SEC
2015   Q4 158,974 2.08 Reduce 36.46% 0.87 $58.14–77.04 · VW $68.00i $10,730,000 SEC
2015   Q3 250,214 2.38 Add 0.22% <0.01 $63.49–77.24 · VW $72.06i $16,524,000 SEC
2015   Q2 249,653 2.44 Reduce 8.43% 0.19 $64.72–79.75 · VW $72.45i $19,383,000 SEC
2015   Q1 272,637 2.30 Add 2.80% 0.06 $71.58–81.92 · VW $77.19i $19,869,000 SEC
2014   Q4 265,210 2.41 Reduce 4.65% 0.14 $72.20–83.60 · VW $77.85i $21,342,000 SEC
2014   Q3 278,130 2.98 Add 0.24% <0.01 $75.22–99.34 · VW $83.66i $25,621,000 SEC
2014   Q2 277,463 3.10 Reduce 3.38% 0.11 $92.76–101.21 · VW $97.78i $27,282,000 SEC
2014   Q1 287,178 3.14 Add 2.69% 0.08 $87.38–95.69 · VW $92.86i $26,218,000 SEC
2013   Q4 279,662 3.09 Reduce 1.35% 0.05 $82.30–93.09 · VW $89.29i $25,480,000 SEC
2013   Q3 283,484 3.43 Add 12.52% 0.38 $84.03–95.25 · VW $90.09i $25,405,000 SEC
2013   Q2 251,947 3.01 Add 7.28% 0.20 $81.35–91.31 · VW $85.72i $21,538,000 SEC
2013   Q1 234,839 2.61 Add 76.14% 1.13 $73.97–91.56 · VW $84.58i $17,632,000 SEC
2012   Q4 133,327 1.61 Add 118.71% 0.87 $69.64–85.02 · VW $77.85i $9,786,000 SEC
2012   Q3 60,962 0.75 Buy 0.75 $69.39–89.67 · VW $77.04i $5,026,000 SEC
Price snapshot:
Current price$54.81
52-week low$38.44
52-week high$67.14