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
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 $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

Jacobs Levy Equity Management's OXY Position: Q1 2026 in Review

Jacobs Levy Equity Management opened a new position in Occidental Petroleum (OXY) in Q1 2026: 109,628 shares worth $7.13M. The stake represents 0.03% of the portfolio and ranks #357 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in OXY as recently as Q4 2021.

Jacobs Levy Equity Management first reported a position in OXY in Q2 2016 and has held it in 19 quarters since. The position peaked at $74.7M in Q1 2021. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Jacobs Levy Equity Management held 109,628 shares of Occidental Petroleum worth $7.13M as of Q1 2026.
  • Occidental Petroleum was a new Jacobs Levy Equity Management position in Q1 2026.
  • Occidental Petroleum made up 0.03% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #357 holding.
  • Jacobs Levy Equity Management first reported a position in Occidental Petroleum in Q2 2016 and has held it in 19 quarters since.
  • Jacobs Levy Equity Management's Occidental Petroleum position peaked at $74.7M in Q1 2021.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.