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Ameritas Advisory Services’s Occidental Petroleum OXY Stock Holding History

Ameritas Advisory Services’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
-1,184
Closed -$56K – 1755
2025
Q3 		$56K Sell
1,184
-5,737
-83% -$259K ﹤0.01% 1038
2025
Q2 		$291K Sell
6,921
-419
-6% -$17.5K 0.02% 635
2025
Q1 		$362K Sell
7,340
-177
-2% -$8.64K 0.01% 651
2024
Q4 		$371K Buy
7,517
+1,814
+32% +$91.6K 0.01% 664
2024
Q3 		$294K Sell
5,703
-1,566
-22% -$89.4K 0.01% 683
2024
Q2 		$458K Sell
7,269
-30
-0.4% -$1.92K 0.02% 604
2024
Q1 		$474K Sell
7,299
-318
-4% -$19K 0.02% 564
2023
Q4 		$452K Buy
7,617
+1,859
+32% +$113K 0.02% 449
2023
Q3 		$374K Buy
+5,758
New +$362K 0.02% 578
2023
Q2 		– Sell
-4,827
Closed -$302K – 1929
2023
Q1 		$302K Sell
4,827
-867
-15% -$53.9K 0.02% 641
2022
Q4 		$359K Sell
5,694
-102
-2% -$6.95K 0.02% 647
2022
Q3 		$356K Buy
5,796
+1,882
+48% +$120K 0.02% 531
2022
Q2 		$230K Sell
3,914
-355
-8% -$21.8K 0.01% 710
2022
Q1 		$242K Buy
+4,269
New +$189K 0.01% 733

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameritas Advisory Services's OXY Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 1,184 shares — an estimated $56K sold.

Ameritas Advisory Services first reported a position in OXY in Q1 2022 and held it in 14 quarters. The position peaked at $474K in Q1 2024. 1,116 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,184 Occidental Petroleum shares in Q4 2025, an estimated $56K.
  • Ameritas Advisory Services first reported a position in Occidental Petroleum in Q1 2022 and held it in 14 quarters.
  • Ameritas Advisory Services's Occidental Petroleum position peaked at $474K in Q1 2024.
  • 1,116 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.