Aft Forsyth & Sober’s Occidental Petroleum OXY Stock Holding History

Aft Forsyth & Sober’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
2025 Q2	–	Sell	-10,000	Closed	-$494K	–	72
2025 Q1	$494K	Hold	10,000	–	–	0.17%	69
2024 Q4	$494K	Sell	10,000 -16,400	-62%	-$828K	0.16%	74
2024 Q3	$1.36M	Hold	26,400	–	–	0.45%	63
2024 Q2	$1.66M	Hold	26,400	–	–	0.57%	51
2024 Q1	$1.72M	Sell	26,400 -1,400	-5%	-$83.6K	0.6%	51
2023 Q4	$1.66M	Hold	27,800	–	–	0.64%	48
2023 Q3	$1.8M	Hold	27,800	–	–	0.76%	35
2023 Q2	$1.63M	Buy	27,800 +1,400	+5%	+$84K	0.68%	39
2023 Q1	$1.65M	Sell	26,400 -1,400	-5%	-$87K	0.83%	35
2022 Q4	$1.75M	Hold	27,800	–	–	0.79%	32
2022 Q3	$1.71M	Hold	27,800	–	–	0.83%	28
2022 Q2	$1.64M	Buy	27,800 +26,400	+1,886%	+$1.62M	0.76%	33
2022 Q1	$79K	Buy	+1,400	New	+$61.9K	0.03%	87

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aft Forsyth & Sober's OXY Position: Q2 2025 in Review

Aft Forsyth & Sober sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 10,000 shares — an estimated $494K sold.

Aft Forsyth & Sober first reported a position in OXY in Q1 2022 and held it in 13 quarters. The position peaked at $1.8M in Q3 2023. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

Aft Forsyth & Sober reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
Aft Forsyth & Sober sold 10,000 Occidental Petroleum shares in Q2 2025, an estimated $494K.
Aft Forsyth & Sober first reported a position in Occidental Petroleum in Q1 2022 and held it in 13 quarters.
Aft Forsyth & Sober's Occidental Petroleum position peaked at $1.8M in Q3 2023.
1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Aft Forsyth & Sober's 13F filing for Q2 2025, filed 14 Aug 2025.