HighTower Advisors’s Occidental Petroleum OXY Stock Holding History

HighTower Advisors’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
2025 Q1	–	Sell	-52,000	Closed	-$105K	–	3962
2024 Q4	$105K	Buy	52,000 +50,000	+2,500%	+$2.53M	﹤0.01%	3365
2024 Q3	$3.59K	Sell	2,000 -38,000	-95%	-$2.17M	﹤0.01%	3609
2024 Q2	$81K	Buy	40,000 +39,900	+39,900%	+$2.56M	﹤0.01%	3245
2024 Q1	$1.38K	Buy	+100	New	+$5.97K	﹤0.01%	3501
2022 Q3	–	Sell	-10,000	Closed	-$21K	–	3326
2022 Q2	$21K	Buy	+10,000	New	+$614K	﹤0.01%	2992
2020 Q4	–	Sell	-18,000	Closed	-$15K	–	2765
2020 Q3	$15K	Buy	+18,000	New	+$254K	﹤0.01%	2388
2020 Q2	–	Sell	-900	Closed	-$1K	–	2508
2020 Q1	$1K	Buy	+900	New	+$29.6K	﹤0.01%	2200

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

HighTower Advisors's OXY Position: Q1 2026 in Review

HighTower Advisors increased its Occidental Petroleum (OXY) stake by 76% in Q1 2026, buying an estimated $14.8M and bringing the position to 678,801 shares worth $44.1M. The position accounts for 0.05% of the portfolio, ranked #391.

HighTower Advisors first reported a position in OXY in Q2 2013 and has held it in 52 quarters since. The position peaked at $122M in Q1 2025. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

HighTower Advisors held 678,801 shares of Occidental Petroleum worth $44.1M as of Q1 2026.
HighTower Advisors bought 293,973 Occidental Petroleum shares in Q1 2026, an estimated $14.8M.
Occidental Petroleum made up 0.05% of HighTower Advisors's portfolio in Q1 2026, its #391 holding.
HighTower Advisors first reported a position in Occidental Petroleum in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's Occidental Petroleum position peaked at $122M in Q1 2025.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.