Position in OXY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,181,120
-$1,111,405 QoQ
Shares Held
271,384
+23.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#149
of 1,234 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 12%
Shared 30%
None 58%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Derivatives in OXY
reported options exposure · as of Jun 30, 2026CallValue
$48,570
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Cerity Partners LLC holds $217,390,751 across 34 Oil & Gas E&P names. OXY ranks #7 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
424,765 | $44,158,568 | |
| 2 | EOG |
Eog Resources Inc
|
181,187 | $23,505,388 | |
| 3 | DVN |
Devon Energy Corp/De
|
488,722 | $20,193,991 | |
| 4 | AR |
ANTERO RESOURCES Corp
|
494,027 | $17,360,107 | |
| 5 | EXE |
EXPAND ENERGY Corp
|
165,332 | $15,076,622 | |
| 6 | TPL |
Texas Pacific Land Corp
|
33,222 | $14,539,275 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
This page
|
271,384 | $13,181,120 | |
| 8 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
309,112 | $12,209,923 |
All Filings in OXY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,570 | 1,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $13,181,120 | 271,384 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $14,292,525 | 219,885 | Shares | Other | 2026-05-15 | |
| 2026-03-31 | $13,000 | 200 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $2,908,622 | 70,735 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,972,165 | 84,067 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,156,211 | 75,130 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,875,747 | 78,520 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,996,873 | 80,892 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,637,693 | 70,580 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,483,289 | 55,264 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,284,920 | 65,932 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,087,342 | 34,958 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,594,166 | 24,571 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,320,836 | 39,470 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,325,451 | 21,231 | Call | Sole | 2023-05-11 | |
| 2022-12-31 | $895,969 | 14,224 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,051,225 | 17,107 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $951,971 | 16,168 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $653,758 | 11,522 | Shares | Sole | 2022-04-25 | |
| 2020-06-30 | $564,408 | 30,842 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||