Baird Financial Group
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Baird Financial Group’s Occidental Petroleum OXY Stock Holding History

Baird Financial Group’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 		$43.8M Buy
674,376
+279,489
+71% +$14.1M 0.07% 193
2025
Q4 		$16.2M Buy
394,887
+21,118
+6% +$881K 0.03% 425
2025
Q3 		$17.7M Buy
373,769
+8,967
+2% +$405K 0.03% 401
2025
Q2 		$15.3M Buy
364,802
+55,227
+18% +$2.31M 0.03% 419
2025
Q1 		$15.3M Buy
309,575
+58,247
+23% +$2.84M 0.03% 416
2024
Q4 		$12.4M Sell
251,328
-15,003
-6% -$758K 0.02% 454
2024
Q3 		$13.7M Sell
266,331
-15,868
-6% -$905K 0.03% 427
2024
Q2 		$17.8M Buy
282,199
+3,770
+1% +$242K 0.04% 349
2024
Q1 		$18.1M Sell
278,429
-49,728
-15% -$2.97M 0.04% 346
2023
Q4 		$19.6M Sell
328,157
-3,666
-1% -$224K 0.04% 320
2023
Q3 		$21.5M Buy
331,823
+135,960
+69% +$8.55M 0.06% 273
2023
Q2 		$11.5M Sell
195,863
-8,798
-4% -$528K 0.03% 411
2023
Q1 		$12.8M Buy
204,661
+8,714
+4% +$541K 0.03% 384
2022
Q4 		$12.3M Buy
195,947
+140,297
+252% +$9.55M 0.03% 388
2022
Q3 		$3.42M Sell
55,650
-146,043
-72% -$9.35M 0.01% 664
2022
Q2 		$11.9M Buy
201,693
+148,720
+281% +$9.14M 0.03% 402
2022
Q1 		$3.01M Buy
52,973
+1,946
+4% +$86.1K 0.01% 755
2021
Q4 		$1.48M Sell
51,027
-1,548
-3% -$48.6K ﹤0.01% 1055
2021
Q3 		$1.56M Sell
52,575
-16,002
-23% -$427K ﹤0.01% 1034
2021
Q2 		$2.15M Buy
68,577
+3,107
+5% +$83.3K 0.01% 892
2021
Q1 		$1.74M Buy
65,470
+13,493
+26% +$338K ﹤0.01% 939
2020
Q4 		$899K Sell
51,977
-5,455
-9% -$74.8K ﹤0.01% 1046
2020
Q3 		$575K Sell
57,432
-1,341
-2% -$18.9K ﹤0.01% 1118
2020
Q2 		$1.07M Sell
58,773
-26,024
-31% -$410K ﹤0.01% 909
2020
Q1 		$982K Sell
84,797
-31,120
-27% -$1.02M ﹤0.01% 894
2019
Q4 		$4.78M Sell
115,917
-125,779
-52% -$5.04M 0.02% 537
2019
Q3 		$10.7M Sell
241,696
-21,361
-8% -$1.01M 0.04% 343
2019
Q2 		$13.2M Buy
263,057
+10,384
+4% +$584K 0.05% 316
2019
Q1 		$16.7M Buy
252,673
+11,487
+5% +$757K 0.1% 241
2018
Q4 		$14.8M Buy
241,186
+4,898
+2% +$344K 0.1% 240
2018
Q3 		$19.6M Sell
236,288
-10,845
-4% -$876K 0.12% 198
2018
Q2 		$20.7M Sell
247,133
-92,377
-27% -$7.38M 0.14% 184
2018
Q1 		$22.1M Buy
339,510
+4,627
+1% +$324K 0.16% 176
2017
Q4 		$24.7M Sell
334,883
-47,036
-12% -$3.19M 0.17% 156
2017
Q3 		$24.5M Buy
381,919
+8,743
+2% +$532K 0.19% 150
2017
Q2 		$22.3M Sell
373,176
-24,918
-6% -$1.53M 0.18% 159
2017
Q1 		$25.2M Sell
398,094
-61,755
-13% -$4.11M 0.2% 144
2016
Q4 		$32.8M Sell
459,849
-50,272
-10% -$3.57M 0.28% 106
2016
Q3 		$37.2M Buy
510,121
+38,751
+8% +$2.9M 0.33% 82
2016
Q2 		$36.2M Buy
471,370
+8,861
+2% +$662K 0.33% 83
2016
Q1 		$31.6M Buy
462,509
+13,948
+3% +$935K 0.3% 95
2015
Q4 		$30.3M Sell
448,561
-17,830
-4% -$1.28M 0.3% 97
2015
Q3 		$30.8M Buy
466,391
+41,741
+10% +$2.91M 0.33% 88
2015
Q2 		$33M Buy
+424,650
New +$33.2M 0.32% 96

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

Baird Financial Group's OXY Position: Q1 2026 in Review

Baird Financial Group increased its Occidental Petroleum (OXY) stake by 71% in Q1 2026, buying an estimated $14.1M and bringing the position to 674,376 shares worth $43.8M. The position accounts for 0.07% of the portfolio, ranked #193.

Baird Financial Group first reported a position in OXY in Q2 2015 and has held it in 44 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Baird Financial Group held 674,376 shares of Occidental Petroleum worth $43.8M as of Q1 2026.
  • Baird Financial Group bought 279,489 Occidental Petroleum shares in Q1 2026, an estimated $14.1M.
  • Occidental Petroleum made up 0.07% of Baird Financial Group's portfolio in Q1 2026, its #193 holding.
  • Baird Financial Group first reported a position in Occidental Petroleum in Q2 2015 and has held it in 44 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.