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 $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

HighTower Advisors's OXY Position: Q2 2026 in Review

HighTower Advisors reduced its Occidental Petroleum (OXY) stake by 5.1% in Q2 2026, selling an estimated $1.98M and leaving 643,975 shares worth $31.3M. The position accounts for 0.03% of the portfolio, ranked #505.

HighTower Advisors first reported a position in OXY in Q2 2013 and has held it in 53 quarters since. The position peaked at $122M in Q1 2025. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

HighTower Advisors held 643,975 shares of Occidental Petroleum worth $31.3M as of Q2 2026.
HighTower Advisors sold 34,826 Occidental Petroleum shares in Q2 2026, an estimated $1.98M.
Occidental Petroleum made up 0.03% of HighTower Advisors's portfolio in Q2 2026, its #505 holding.
HighTower Advisors first reported a position in Occidental Petroleum in Q2 2013 and has held it in 53 quarters since.
HighTower Advisors's Occidental Petroleum position peaked at $122M in Q1 2025.
1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.