ACI
OXY icon

Alpha Cubed Investments’s Occidental Petroleum OXY Stock Holding History

Alpha Cubed Investments’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
-4,920
Closed -$243K – 308
2025
Q1 		$243K Buy
4,920
+417
+9% +$20.4K 0.01% 250
2024
Q4 		$222K Buy
4,503
+180
+4% +$9.09K 0.01% 237
2024
Q3 		$223K Sell
4,323
-950
-18% -$54.2K 0.01% 238
2024
Q2 		$332K Buy
5,273
+132
+3% +$8.46K 0.02% 200
2024
Q1 		$334K Buy
5,141
+649
+14% +$38.8K 0.02% 195
2023
Q4 		$268K Sell
4,492
-515
-10% -$31.4K 0.02% 213
2023
Q3 		$325K Sell
5,007
-291
-5% -$18.3K 0.02% 175
2023
Q2 		$312K Buy
5,298
+448
+9% +$26.9K 0.02% 193
2023
Q1 		$303K Sell
4,850
-682
-12% -$42.4K 0.02% 195
2022
Q4 		$348K Buy
5,532
+159
+3% +$10.8K 0.03% 202
2022
Q3 		$330K Buy
+5,373
New +$344K 0.03% 190
2018
Q3 		– Sell
-2,416
Closed -$202K – 325
2018
Q2 		$202K Buy
+2,416
New +$193K 0.03% 210
2015
Q4 		– Sell
-7,637
Closed -$568K – 184
2015
Q3 		$568K Buy
+7,637
New +$533K 0.15% 115
2014
Q4 		– Sell
-6,126
Closed -$564K – 150
2014
Q3 		$564K Sell
6,126
-1,291
-17% -$124K 0.27% 97
2014
Q2 		$729K Sell
7,417
-758
-9% -$71.2K 0.32% 94
2014
Q1 		$746K Sell
8,175
-938
-10% -$83.8K 0.39% 85
2013
Q4 		$830K Buy
+9,113
New +$832K 0.3% 110

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alpha Cubed Investments's OXY Position: Q2 2025 in Review

Alpha Cubed Investments sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 4,920 shares — an estimated $243K sold.

Alpha Cubed Investments first reported a position in OXY in Q4 2013 and held it in 17 quarters. The position peaked at $830K in Q4 2013. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Alpha Cubed Investments reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Alpha Cubed Investments sold 4,920 Occidental Petroleum shares in Q2 2025, an estimated $243K.
  • Alpha Cubed Investments first reported a position in Occidental Petroleum in Q4 2013 and held it in 17 quarters.
  • Alpha Cubed Investments's Occidental Petroleum position peaked at $830K in Q4 2013.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Alpha Cubed Investments's 13F filing for Q2 2025, filed 7 Aug 2025.