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Equitable Holdings’s Occidental Petroleum OXY Stock Holding History

Equitable Holdings’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 		$1.17M Buy
22,096
+7,365
+50% +$370K 0.01% 916
2025
Q4 		$606K Sell
14,731
-4,338
-23% -$181K ﹤0.01% 1043
2025
Q3 		$901K Sell
19,069
-11,881
-38% -$537K 0.01% 861
2025
Q2 		$1.3M Buy
30,950
+3,245
+12% +$136K 0.01% 718
2025
Q1 		$1.37M Sell
27,705
-11,822
-30% -$577K 0.01% 624
2024
Q4 		$1.95M Sell
39,527
-17,490
-31% -$883K 0.02% 492
2024
Q3 		$2.94M Sell
57,017
-5,497
-9% -$314K 0.03% 386
2024
Q2 		$3.94M Buy
62,514
+4,635
+8% +$297K 0.04% 310
2024
Q1 		$3.76M Buy
57,879
+2,738
+5% +$164K 0.04% 300
2023
Q4 		$3.29M Buy
55,141
+2,687
+5% +$164K 0.04% 292
2023
Q3 		$3.4M Buy
52,454
+1,029
+2% +$64.7K 0.05% 260
2023
Q2 		$3.02M Buy
51,425
+7,399
+17% +$444K 0.04% 269
2023
Q1 		$2.75M Buy
44,026
+3,449
+8% +$214K 0.04% 268
2022
Q4 		$2.56M Buy
40,577
+7,172
+21% +$488K 0.04% 262
2022
Q3 		$2.05M Buy
33,405
+5,886
+21% +$377K 0.04% 261
2022
Q2 		$1.62M Buy
27,519
+421
+2% +$25.9K 0.03% 296
2022
Q1 		$1.54M Sell
27,098
-3,871
-12% -$171K 0.03% 328
2021
Q4 		$898K Buy
30,969
+10,003
+48% +$314K 0.01% 426
2021
Q3 		$620K Sell
20,966
-2,730
-12% -$72.9K 0.01% 509
2021
Q2 		$741K Buy
23,696
+2,129
+10% +$57.1K 0.01% 441
2021
Q1 		$574K Buy
21,567
+423
+2% +$10.6K 0.01% 475
2020
Q4 		$366K Buy
21,144
+2,513
+13% +$34.5K 0.01% 524
2020
Q3 		$186K Buy
18,631
+2,814
+18% +$39.7K ﹤0.01% 598
2020
Q2 		$289K Buy
+15,817
New +$249K 0.01% 515
2020
Q1 		– Sell
-5,055
Closed -$208K – 616
2019
Q4 		$208K Buy
+5,055
New +$203K 0.01% 565

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

Equitable Holdings's OXY Position: Q1 2026 in Review

Equitable Holdings increased its Occidental Petroleum (OXY) stake by 50% in Q1 2026, buying an estimated $370K and bringing the position to 22,096 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #916.

Equitable Holdings first reported a position in OXY in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.94M in Q2 2024. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Equitable Holdings held 22,096 shares of Occidental Petroleum worth $1.17M as of Q1 2026.
  • Equitable Holdings bought 7,365 Occidental Petroleum shares in Q1 2026, an estimated $370K.
  • Occidental Petroleum made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #916 holding.
  • Equitable Holdings first reported a position in Occidental Petroleum in Q4 2019 and has held it in 25 quarters since.
  • Equitable Holdings's Occidental Petroleum position peaked at $3.94M in Q2 2024.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.