EI
OXY icon

Ethic Inc’s Occidental Petroleum OXY Stock Holding History

Ethic Inc’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 		$947K Buy
19,499
+2,252
+13% +$128K 0.01% 724
2026
Q1 		$1.12M Sell
17,247
-1,068
-6% -$53.7K 0.02% 626
2025
Q4 		$753K Sell
18,315
-3,796
-17% -$158K 0.01% 721
2025
Q3 		$1.04M Buy
22,111
+3,731
+20% +$169K 0.02% 616
2025
Q2 		$783K Buy
18,380
+6,078
+49% +$254K 0.01% 688
2025
Q1 		$605K Buy
12,302
+639
+5% +$31.2K 0.01% 727
2024
Q4 		$576K Buy
11,663
+8,120
+229% +$410K 0.01% 752
2024
Q3 		$230K Sell
3,543
-2,185
-38% -$125K 0.01% 967
2024
Q2 		$361K Buy
5,728
+2,185
+62% +$140K 0.01% 858
2024
Q1 		$230K Sell
3,543
-4,294
-55% -$256K 0.01% 966
2023
Q4 		$468K Buy
7,837
+3,903
+99% +$238K 0.01% 752
2023
Q3 		$255K Buy
+3,934
New +$248K 0.01% 858
2023
Q2 		– Sell
-5,211
Closed -$325K – 1009
2023
Q1 		$325K Sell
5,211
-11,138
-68% -$692K 0.01% 769
2022
Q4 		$1.03M Buy
16,349
+11,447
+234% +$780K 0.06% 367
2022
Q3 		$301K Buy
4,902
+313
+7% +$20K 0.02% 636
2022
Q2 		$270K Buy
4,589
+310
+7% +$19K 0.02% 646
2022
Q1 		$243K Buy
+4,279
New +$189K 0.02% 659
2021
Q4 		– Sell
-6,781
Closed -$201K – 679
2021
Q3 		$201K Buy
+6,781
New +$181K 0.02% 585

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 $3.37T AUM 44.26% 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

Ethic Inc's OXY Position: Q2 2026 in Review

Ethic Inc increased its Occidental Petroleum (OXY) stake by 13% in Q2 2026, buying an estimated $128K and bringing the position to 19,499 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #724.

Ethic Inc first reported a position in OXY in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.12M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Ethic Inc held 19,499 shares of Occidental Petroleum worth $947K as of Q2 2026.
  • Ethic Inc bought 2,252 Occidental Petroleum shares in Q2 2026, an estimated $128K.
  • Occidental Petroleum made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #724 holding.
  • Ethic Inc first reported a position in Occidental Petroleum in Q3 2021 and has held it in 18 quarters since.
  • Ethic Inc's Occidental Petroleum position peaked at $1.12M in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.