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Liontrust Investment Partners’s Occidental Petroleum OXY Stock Holding History

Liontrust Investment Partners’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 		– Sell
-217,039
Closed -$8.92M – 225
2025
Q4 		$8.92M Buy
+217,039
New +$9.06M 0.13% 111
2020
Q4 		$171K Buy
+9,900
New +$136K ﹤0.01% 223

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Dodge & Cox
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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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Liontrust Investment Partners's OXY Position: Q1 2026 in Review

Liontrust Investment Partners sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 217,039 shares — an estimated $8.92M sold.

Liontrust Investment Partners first reported a position in OXY in Q4 2020 and held it in 2 quarters. The position peaked at $8.92M in Q4 2025. 1,299 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Liontrust Investment Partners reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
  • Liontrust Investment Partners sold 217,039 Occidental Petroleum shares in Q1 2026, an estimated $8.92M.
  • Liontrust Investment Partners first reported a position in Occidental Petroleum in Q4 2020 and held it in 2 quarters.
  • Liontrust Investment Partners's Occidental Petroleum position peaked at $8.92M in Q4 2025.
  • 1,299 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.