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 Q4	–	Sell	-100	Closed	-$338	–	3879
2025 Q3	$338	Buy	+100	New	+$4.52K	﹤0.01%	3783
2025 Q1	–	Sell	-30,000	Closed	-$85.6K	–	3963
2024 Q4	$85.6K	Buy	30,000 +10,000	+50%	+$505K	﹤0.01%	3399
2024 Q3	$73K	Buy	+20,000	New	+$1.14M	﹤0.01%	3362
2024 Q1	–	Sell	-500	Closed	-$520	–	3900
2023 Q4	$520	Buy	+500	New	+$30.5K	﹤0.01%	3574
2023 Q2	–	Sell	-4,000	Closed	-$10.4K	–	3617
2023 Q1	$10.4K	Buy	4,000 +3,950	+7,900%	+$245K	﹤0.01%	3196
2022 Q4	$23.1K	Sell	50 -80	-62%	-$5.45K	﹤0.01%	3117
2022 Q3	$104K	Sell	130 -1,870	-94%	-$120K	﹤0.01%	2760
2022 Q2	$7K	Buy	+2,000	New	+$123K	﹤0.01%	3092

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.