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
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 $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

Cerity Partners's OXY Position: Q1 2026 in Review

Cerity Partners increased its Occidental Petroleum (OXY) stake by 211% in Q1 2026, buying an estimated $7.5M and bringing the position to 219,885 shares worth $14.3M. The position accounts for 0.02% of the portfolio, ranked #549.

Cerity Partners first reported a position in OXY in Q1 2017 and has held it in 27 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Cerity Partners held 219,885 shares of Occidental Petroleum worth $14.3M as of Q1 2026.
  • Cerity Partners bought 149,150 Occidental Petroleum shares in Q1 2026, an estimated $7.5M.
  • Occidental Petroleum made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #549 holding.
  • Cerity Partners first reported a position in Occidental Petroleum in Q1 2017 and has held it in 27 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.