Cerity Partners
OXY icon

Cerity Partners’s Occidental Petroleum OXY Stock Holding History

Cerity Partners’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 		$48.6K Buy
1,000
+800
+400% +$45.4K ﹤0.01% 3302
2026
Q1 		$13K Buy
+200
New +$10.1K ﹤0.01% 3202
2023
Q2 		– Hold
0
– -$1.32M – 1874
2023
Q1 		– Hold
0
– – – 863

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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. 1,244 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.
  • 1,244 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.