Cerity Partners’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.2M | Buy |
271,384
+51,499
| +23% | +$2.92M | 0.02% | 634 |
|
|
2026
Q1 | $14.3M | Buy |
219,885
+149,150
| +211% | +$7.5M | 0.02% | 549 |
|
|
2025
Q4 | $2.91M | Sell |
70,735
-13,332
| -16% | -$556K | ﹤0.01% | 1196 |
|
|
2025
Q3 | $3.97M | Buy |
84,067
+8,937
| +12% | +$404K | 0.01% | 966 |
|
|
2025
Q2 | $3.16M | Sell |
75,130
-3,390
| -4% | -$142K | 0.01% | 1016 |
|
|
2025
Q1 | $3.88M | Sell |
78,520
-2,372
| -3% | -$116K | 0.01% | 831 |
|
|
2024
Q4 | $4.06M | Buy |
80,892
+10,312
| +15% | +$521K | 0.01% | 799 |
|
|
2024
Q3 | $3.64M | Buy |
70,580
+15,316
| +28% | +$874K | 0.01% | 844 |
|
|
2024
Q2 | $3.48M | Sell |
55,264
-10,668
| -16% | -$684K | 0.01% | 719 |
|
|
2024
Q1 | $4.29M | Buy |
65,932
+30,974
| +89% | +$1.85M | 0.01% | 688 |
|
|
2023
Q4 | $2.09M | Buy |
34,958
+10,387
| +42% | +$634K | 0.01% | 761 |
|
|
2023
Q3 | $1.59M | Sell |
24,571
-14,899
| -38% | -$937K | 0.01% | 634 |
|
|
2023
Q2 | $2.32M | Buy |
+39,470
| New | +$2.37M | 0.01% | 682 |
|
|
2023
Q1 | – | Sell |
-14,224
| Closed | -$884K | – | 1887 |
|
|
2022
Q4 | $1.24M | Sell |
14,224
-2,883
| -17% | -$196K | 0.01% | 644 |
|
|
2022
Q3 | $1.05M | Buy |
17,107
+939
| +6% | +$60.1K | 0.01% | 504 |
|
|
2022
Q2 | $949K | Buy |
16,168
+4,646
| +40% | +$285K | 0.01% | 562 |
|
|
2022
Q1 | $366K | Buy |
+11,522
| New | +$510K | 0.01% | 669 |
|
|
2020
Q3 | – | Sell |
-30,842
| Closed | -$564K | – | 520 |
|
|
2020
Q2 | $564K | Buy |
+30,842
| New | +$486K | 0.03% | 266 |
|
|
2019
Q4 | – | Sell |
-14,230
| Closed | -$632K | – | 560 |
|
|
2019
Q3 | $632K | Buy |
+14,230
| New | +$673K | 0.04% | 291 |
|
|
2019
Q2 | – | Sell |
-7,700
| Closed | -$510K | – | 560 |
|
|
2019
Q1 | $510K | Sell |
7,700
-11,994
| -61% | -$790K | 0.03% | 323 |
|
|
2018
Q4 | $1.21M | Buy |
19,694
+680
| +4% | +$47.8K | 0.08% | 204 |
|
|
2018
Q3 | $1.56M | Sell |
19,014
-163
| -0.8% | -$13.2K | 0.11% | 193 |
|
|
2018
Q2 | $1.6M | Sell |
19,177
-5,607
| -23% | -$448K | 0.12% | 180 |
|
|
2018
Q1 | $1.61M | Sell |
24,784
-191
| -0.8% | -$13.4K | 0.12% | 174 |
|
|
2017
Q4 | $1.84M | Buy |
24,975
+998
| +4% | +$67.7K | 0.12% | 165 |
|
|
2017
Q3 | $1.54M | Sell |
23,977
-105,256
| -81% | -$6.41M | 0.11% | 185 |
|
|
2017
Q2 | $1.58M | Buy |
129,233
+105,526
| +445% | +$6.46M | 0.13% | 140 |
|
|
2017
Q1 | $1.5M | Buy |
+23,707
| New | +$1.58M | 0.13% | 150 |
|
Other funds holding OXY
Cerity Partners's OXY Position: Q2 2026 in Review
Cerity Partners increased its Occidental Petroleum (OXY) stake by 23% in Q2 2026, buying an estimated $2.92M and bringing the position to 271,384 shares worth $13.2M. The position accounts for 0.02% of the portfolio, ranked #634.
Cerity Partners first reported a position in OXY in Q1 2017 and has held it in 28 quarters since. The position peaked at $14.3M in Q1 2026. 1,159 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Cerity Partners held 271,384 shares of Occidental Petroleum worth $13.2M as of Q2 2026.
- Cerity Partners bought 51,499 Occidental Petroleum shares in Q2 2026, an estimated $2.92M.
- Occidental Petroleum made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #634 holding.
- Cerity Partners first reported a position in Occidental Petroleum in Q1 2017 and has held it in 28 quarters since.
- Cerity Partners's Occidental Petroleum position peaked at $14.3M in Q1 2026.
- 1,159 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.