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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
Q2 		$15.8M Buy
324,718
+60,257
+23% +$3.42M 0.07% 251
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 $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

IEQ Capital's OXY Position: Q2 2026 in Review

IEQ Capital increased its Occidental Petroleum (OXY) stake by 23% in Q2 2026, buying an estimated $3.42M and bringing the position to 324,718 shares worth $15.8M. The position accounts for 0.07% of the portfolio, ranked #251.

IEQ Capital first reported a position in OXY in Q1 2020 and has held it in 22 quarters since. The position peaked at $17.2M in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • IEQ Capital held 324,718 shares of Occidental Petroleum worth $15.8M as of Q2 2026.
  • IEQ Capital bought 60,257 Occidental Petroleum shares in Q2 2026, an estimated $3.42M.
  • Occidental Petroleum made up 0.07% of IEQ Capital's portfolio in Q2 2026, its #251 holding.
  • IEQ Capital first reported a position in Occidental Petroleum in Q1 2020 and has held it in 22 quarters since.
  • IEQ Capital's Occidental Petroleum position peaked at $17.2M in Q1 2026.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.