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Ancora Advisors’s Occidental Petroleum OXY Stock Holding History

Ancora Advisors’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 		$422K Buy
6,495
+4,493
+224% +$226K 0.01% 558
2025
Q4 		$82.3K Buy
2,002
+367
+22% +$15.3K ﹤0.01% 979
2025
Q3 		$77.3K Sell
1,635
-2,521
-61% -$114K ﹤0.01% 932
2025
Q2 		$175K Buy
4,156
+2,713
+188% +$113K ﹤0.01% 750
2025
Q1 		$71.2K Sell
1,443
-29
-2% -$1.42K ﹤0.01% 933
2024
Q4 		$72.7K Sell
1,472
-281
-16% -$14.2K ﹤0.01% 922
2024
Q3 		$90.4K Sell
1,753
-539
-24% -$30.8K ﹤0.01% 843
2024
Q2 		$144K Buy
2,292
+122
+6% +$7.82K ﹤0.01% 738
2024
Q1 		$141K Sell
2,170
-77
-3% -$4.6K ﹤0.01% 752
2023
Q4 		$134K Sell
2,247
-116
-5% -$7.08K ﹤0.01% 750
2023
Q3 		$153K Hold
2,363
– – ﹤0.01% 716
2023
Q2 		$139K Buy
2,363
+153
+7% +$9.18K ﹤0.01% 726
2023
Q1 		$138K Hold
2,210
– – ﹤0.01% 717
2022
Q4 		$139K Buy
2,210
+240
+12% +$16.3K ﹤0.01% 753
2022
Q3 		$121K Sell
1,970
-100
-5% -$6.4K ﹤0.01% 848
2022
Q2 		$122K Sell
2,070
-50
-2% -$3.07K ﹤0.01% 904
2022
Q1 		$120K Buy
2,120
+214
+11% +$9.46K ﹤0.01% 968
2021
Q4 		$55K Hold
1,906
– – ﹤0.01% 1222
2021
Q3 		$57K Sell
1,906
-522
-21% -$13.9K ﹤0.01% 1148
2021
Q2 		$76K Hold
2,428
– – ﹤0.01% 973
2021
Q1 		$64K Buy
2,428
+919
+61% +$23K ﹤0.01% 987
2020
Q4 		$26K Buy
1,509
+400
+36% +$5.49K ﹤0.01% 1020
2020
Q3 		$11K Hold
1,109
– – ﹤0.01% 1129
2020
Q2 		$20K Sell
1,109
-1,046
-49% -$16.5K ﹤0.01% 990
2020
Q1 		$25K Buy
2,155
+92
+4% +$3.02K ﹤0.01% 1016
2019
Q4 		$85K Buy
+2,063
New +$82.6K ﹤0.01% 806
2018
Q4 		– Sell
-1,197
Closed -$99K – 1021
2018
Q3 		$99K Buy
+1,197
New +$96.7K ﹤0.01% 756
2017
Q1 		– Sell
-468
Closed -$34K – 947
2016
Q4 		$34K Buy
+468
New +$33.2K ﹤0.01% 839

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

Ancora Advisors's OXY Position: Q1 2026 in Review

Ancora Advisors increased its Occidental Petroleum (OXY) stake by 224% in Q1 2026, buying an estimated $226K and bringing the position to 6,495 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #558.

Ancora Advisors first reported a position in OXY in Q4 2016 and has held it in 28 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Ancora Advisors held 6,495 shares of Occidental Petroleum worth $422K as of Q1 2026.
  • Ancora Advisors bought 4,493 Occidental Petroleum shares in Q1 2026, an estimated $226K.
  • Occidental Petroleum made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #558 holding.
  • Ancora Advisors first reported a position in Occidental Petroleum in Q4 2016 and has held it in 28 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.