Alaska Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Alaska Wealth Advisors’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 Q4	–	Sell	-9,000	Closed	-$425K	–	89
2025 Q3	$425K	Sell	9,000 -205	-2%	-$9.26K	0.06%	53
2025 Q2	$387K	Buy	9,205 +205	+2%	+$8.57K	0.06%	53
2025 Q1	$444K	Buy	9,000 +2,500	+38%	+$122K	0.07%	45
2024 Q4	$321K	Hold	6,500	–	–	0.05%	50
2024 Q3	$335K	Hold	6,500	–	–	0.05%	55
2024 Q2	$410K	Hold	6,500	–	–	0.06%	49
2024 Q1	$422K	Buy	+6,500	New	+$388K	0.06%	48

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alaska Wealth Advisors's OXY Position: Q4 2025 in Review

Alaska Wealth Advisors sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 9,000 shares — an estimated $425K sold.

Alaska Wealth Advisors first reported a position in OXY in Q1 2024 and held it in 7 quarters. The position peaked at $444K in Q1 2025. 1,123 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

Alaska Wealth Advisors reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
Alaska Wealth Advisors sold 9,000 Occidental Petroleum shares in Q4 2025, an estimated $425K.
Alaska Wealth Advisors first reported a position in Occidental Petroleum in Q1 2024 and held it in 7 quarters.
Alaska Wealth Advisors's Occidental Petroleum position peaked at $444K in Q1 2025.
1,123 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Alaska Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.