Corient Private Wealth
OXY icon

Corient Private Wealth’s Occidental Petroleum OXY Stock Holding History

Corient Private Wealth’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 		$10.6M Sell
164,916
-183,906
-53% -$9.25M 0.02% 604
2025
Q4 		$14M Buy
348,822
+167,797
+93% +$7M 0.01% 666
2025
Q3 		$8.56M Buy
181,025
+815
+0.5% +$36.8K 0.01% 553
2025
Q2 		$7.57M Buy
180,210
+844
+0.5% +$35.3K 0.01% 587
2025
Q1 		$8.86M Sell
179,366
-6,542
-4% -$319K 0.01% 543
2024
Q4 		$9.19M Sell
185,908
-112,334
-38% -$5.67M 0.02% 534
2024
Q3 		$15.4M Sell
298,242
-35,333
-11% -$2.02M 0.02% 463
2024
Q2 		$21M Sell
333,575
-1,452
-0.4% -$93.1K 0.04% 379
2024
Q1 		$21.6M Sell
335,027
-58,323
-15% -$3.48M 0.04% 374
2023
Q4 		$23.5M Buy
393,350
+68,587
+21% +$4.19M 0.04% 351
2023
Q3 		$21.1M Sell
324,763
-72,841
-18% -$4.58M 0.05% 336
2023
Q2 		$23.4M Sell
397,604
-18,955
-5% -$1.14M 0.05% 307
2023
Q1 		$26M Buy
416,559
+129,910
+45% +$8.07M 0.07% 266
2022
Q4 		$18.1M Buy
+286,649
New +$19.5M 0.07% 280

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

Corient Private Wealth's OXY Position: Q1 2026 in Review

Corient Private Wealth reduced its Occidental Petroleum (OXY) stake by 53% in Q1 2026, selling an estimated $9.25M and leaving 164,916 shares worth $10.6M. The position accounts for 0.02% of the portfolio, ranked #604.

Corient Private Wealth first reported a position in OXY in Q4 2022 and has held it in 14 quarters since. The position peaked at $26M in Q1 2023. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Corient Private Wealth held 164,916 shares of Occidental Petroleum worth $10.6M as of Q1 2026.
  • Corient Private Wealth sold 183,906 Occidental Petroleum shares in Q1 2026, an estimated $9.25M.
  • Occidental Petroleum made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #604 holding.
  • Corient Private Wealth first reported a position in Occidental Petroleum in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Occidental Petroleum position peaked at $26M in Q1 2023.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.