Atala Financial’s Occidental Petroleum OXY Stock Holding History

Atala Financial’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	-817	Closed	-$40.3K	–	353
2025 Q1	$40.3K	Hold	817	–	–	0.03%	194
2024 Q4	$40.4K	Buy	+817	New	+$41.3K	0.03%	202

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

Atala Financial's OXY Position: Q2 2025 in Review

Atala Financial sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 817 shares — an estimated $40.3K sold.

Atala Financial first reported a position in OXY in Q4 2024 and held it in 2 quarters. The position peaked at $40.4K in Q4 2024. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

Atala Financial reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 817 Occidental Petroleum shares in Q2 2025, an estimated $40.3K.
Atala Financial first reported a position in Occidental Petroleum in Q4 2024 and held it in 2 quarters.
Atala Financial's Occidental Petroleum position peaked at $40.4K in Q4 2024.
1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.