Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Occidental Petroleum OXY Stock Holding History

Jacobs Levy Equity Management’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 		– Sell
-109,628
Closed -$7.13M – 1044
2026
Q1 		$7.13M Buy
+109,628
New +$5.51M 0.03% 357
2022
Q1 		– Sell
-86,270
Closed -$2.5M – 1060
2021
Q4 		$2.5M Sell
86,270
-115,559
-57% -$3.63M 0.02% 573
2021
Q3 		$5.97M Buy
+201,829
New +$5.39M 0.04% 395
2021
Q2 		– Sell
-2,807,189
Closed -$74.7M – 1093
2021
Q1 		$74.7M Sell
2,807,189
-395,163
-12% -$9.89M 0.58% 36
2020
Q4 		$55.4M Buy
3,202,352
+472,021
+17% +$6.47M 0.49% 45
2020
Q3 		$27.3M Buy
2,730,331
+2,692,804
+7,176% +$38M 0.28% 91
2020
Q2 		$687K Sell
37,527
-282,652
-88% -$4.45M 0.01% 737
2020
Q1 		$3.71M Buy
+320,179
New +$10.5M 0.05% 353
2019
Q2 		– Sell
-260,706
Closed -$17.3M – 1004
2019
Q1 		$17.3M Sell
260,706
-418,400
-62% -$27.6M 0.25% 102
2018
Q4 		$41.7M Buy
679,106
+93,840
+16% +$6.59M 0.73% 18
2018
Q3 		$48.1M Buy
585,266
+188,650
+48% +$15.2M 0.68% 14
2018
Q2 		$33.2M Sell
396,616
-28,584
-7% -$2.28M 0.52% 31
2018
Q1 		$27.6M Buy
425,200
+64,740
+18% +$4.53M 0.46% 46
2017
Q4 		$26.6M Buy
360,460
+254,170
+239% +$17.3M 0.47% 46
2017
Q3 		$6.83M Buy
+106,290
New +$6.47M 0.13% 214
2017
Q2 		– Sell
-165,650
Closed -$10.5M – 990
2017
Q1 		$10.5M Sell
165,650
-247,140
-60% -$16.4M 0.21% 150
2016
Q4 		$29.4M Buy
412,790
+69,730
+20% +$4.95M 0.57% 37
2016
Q3 		$25M Buy
343,060
+328,760
+2,299% +$24.6M 0.45% 58
2016
Q2 		$1.08M Buy
+14,300
New +$1.07M 0.02% 570

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

Jacobs Levy Equity Management's OXY Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 109,628 shares — an estimated $7.13M sold.

Jacobs Levy Equity Management first reported a position in OXY in Q2 2016 and held it in 19 quarters. The position peaked at $74.7M in Q1 2021. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 109,628 Occidental Petroleum shares in Q2 2026, an estimated $7.13M.
  • Jacobs Levy Equity Management first reported a position in Occidental Petroleum in Q2 2016 and held it in 19 quarters.
  • Jacobs Levy Equity Management's Occidental Petroleum position peaked at $74.7M in Q1 2021.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.