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IEQ Capital’s Occidental Petroleum OXY Stock Holding History

IEQ Capital’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 		$17.2M Buy
264,461
+243,510
+1,162% +$12.2M 0.08% 242
2025
Q4 		$861K Sell
20,951
-66,125
-76% -$2.76M ﹤0.01% 1099
2025
Q3 		$4.11M Buy
87,076
+14,423
+20% +$652K 0.01% 533
2025
Q2 		$3.05M Sell
72,653
-4,570
-6% -$191K 0.02% 552
2025
Q1 		$3.81M Buy
77,223
+41,465
+116% +$2.02M 0.03% 406
2024
Q4 		$1.77M Sell
35,758
-6,658
-16% -$336K 0.02% 526
2024
Q3 		$2.19M Buy
42,416
+8,356
+25% +$477K 0.03% 359
2024
Q2 		$2.15M Buy
34,060
+4,384
+15% +$281K 0.03% 322
2024
Q1 		$1.93M Buy
29,676
+7,354
+33% +$439K 0.03% 327
2023
Q4 		$1.33M Buy
22,322
+888
+4% +$54.2K 0.02% 360
2023
Q3 		$1.39M Buy
21,434
+1,200
+6% +$75.5K 0.03% 325
2023
Q2 		$1.19M Sell
20,234
-2,554
-11% -$153K 0.02% 357
2023
Q1 		$1.42M Sell
22,788
-1,946
-8% -$121K 0.03% 311
2022
Q4 		$1.56M Sell
24,734
-6,902
-22% -$470K 0.04% 285
2022
Q3 		$1.94M Buy
31,636
+15,992
+102% +$1.02M 0.05% 236
2022
Q2 		$921K Buy
15,644
+3,617
+30% +$222K 0.03% 322
2022
Q1 		$682K Buy
12,027
+2,593
+27% +$115K 0.02% 417
2021
Q4 		$273K Sell
9,434
-1,602
-15% -$50.3K 0.01% 617
2021
Q3 		$326K Buy
11,036
+3,749
+51% +$100K 0.01% 537
2021
Q2 		$228K Buy
+7,287
New +$195K 0.01% 545
2020
Q2 		– Sell
-12,021
Closed -$139K – 377
2020
Q1 		$139K Buy
+12,021
New +$395K 0.01% 351

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

IEQ Capital's OXY Position: Q1 2026 in Review

IEQ Capital increased its Occidental Petroleum (OXY) stake by 1,162% in Q1 2026, buying an estimated $12.2M and bringing the position to 264,461 shares worth $17.2M. The position accounts for 0.08% of the portfolio, ranked #242.

IEQ Capital first reported a position in OXY in Q1 2020 and has held it in 21 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • IEQ Capital held 264,461 shares of Occidental Petroleum worth $17.2M as of Q1 2026.
  • IEQ Capital bought 243,510 Occidental Petroleum shares in Q1 2026, an estimated $12.2M.
  • Occidental Petroleum made up 0.08% of IEQ Capital's portfolio in Q1 2026, its #242 holding.
  • IEQ Capital first reported a position in Occidental Petroleum in Q1 2020 and has held it in 21 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.