Position in OXY
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$9,282,910
+$6,367,998 QoQ
Shares Held
142,814
+101.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 99.97759323315641.ToString("F0")%
Shared 0.ToString("F0")%
None 0.022406766843586765.ToString("F0")%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Derivatives in OXY
reported options exposure · as of Dec 31, 2025CallValue
$45,232
CallShares
1,100
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, 2026Vontobel Holding Ltd. holds $147,196,622 across 20 Oil & Gas E&P names. OXY ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIST |
Vista Energy, S.A.B. de C.V.
|
909,639 | $68,650,454 | |
| 2 | EOG |
Eog Resources Inc
|
121,702 | $17,594,457 | |
| 3 | APA |
APA Corp
|
351,432 | $14,914,773 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
This page
|
142,814 | $9,282,910 | |
| 5 | BTE |
Baytex Energy Corp.
|
2,030,000 | $9,074,100 | |
| 6 | VET |
Vermilion Energy Inc.
|
334,754 | $4,612,910 | |
| 7 | CRC |
California Resources Corp
|
58,825 | $4,071,865 | |
| 8 | SM |
SM Energy Co
|
124,500 | $3,881,910 |
All Filings in OXY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,282,910 | 142,814 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,914,912 | 70,888 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $45,232 | 1,100 | Call | Defined | 2026-02-13 | |
| 2025-09-30 | $51,975 | 1,100 | Call | Defined | 2025-10-15 | |
| 2025-09-30 | $4,243,096 | 89,801 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $3,349,288 | 79,726 | Shares | Defined | 2025-07-23 | |
| 2025-06-30 | $37,809 | 900 | Call | Defined | 2025-07-23 | |
| 2025-03-31 | $3,278,540 | 66,421 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $2,727,975 | 55,211 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $4,061,455 | 78,802 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $1,013,900 | 16,086 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,194,062 | 33,760 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,628,052 | 27,266 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $1,758,572 | 27,105 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $961,262 | 16,348 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $1,003,125 | 16,068 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $436,961 | 6,937 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $755,404 | 12,293 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $595,747 | 10,118 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $238,704 | 4,207 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $912,779 | 31,486 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $444,853 | 15,039 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $826,747 | 26,439 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $277,379 | 10,420 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $219,126 | 12,659 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||