Position in OXY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,292,525
+$11,383,903 QoQ
Shares Held
219,885
+210.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 11.74022784637424.ToString("F0")%
Shared 32.749846510676036.ToString("F0")%
None 55.50992564294972.ToString("F0")%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Derivatives in OXY
reported options exposure · as of Mar 31, 2026CallValue
$13,000
CallShares
200
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 Mar 31, 2026Cerity Partners LLC holds $246,272,206 across 31 Oil & Gas E&P names. OXY ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
451,517 | $59,600,244 | |
| 2 | APA |
APA Corp
|
509,061 | $21,604,547 | |
| 3 | EOG |
Eog Resources Inc
|
122,400 | $17,695,367 | |
| 4 | AR |
ANTERO RESOURCES Corp
|
410,141 | $17,406,382 | |
| 5 | DVN |
Devon Energy Corp/De
|
321,350 | $16,170,330 | |
| 6 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
302,005 | $14,716,702 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
This page
|
219,885 | $14,292,525 | |
| 8 | TPL |
Texas Pacific Land Corp
|
29,519 | $14,008,536 |
All Filings in OXY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||