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Atlas Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Atlas Capital 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
Q2 		$2.35K Hold
56
– – ﹤0.01% 859
2025
Q1 		$2.76K Hold
56
– – ﹤0.01% 891
2024
Q4 		$2.77K Hold
56
– – ﹤0.01% 856
2024
Q3 		$2.89K Hold
56
– – ﹤0.01% 809
2024
Q2 		$3.53K Hold
56
– – ﹤0.01% 801
2024
Q1 		$3.64K Hold
56
– – ﹤0.01% 783
2023
Q4 		$3.34K Sell
56
-369
-87% -$22.5K ﹤0.01% 805
2023
Q3 		$27.6K Sell
425
-1,719
-80% -$108K ﹤0.01% 608
2023
Q2 		$126K Sell
2,144
-4,406
-67% -$264K 0.02% 438
2023
Q1 		$409K Sell
6,550
-9,145
-58% -$568K 0.06% 225
2022
Q4 		$989K Sell
15,695
-211
-1% -$14.4K 0.17% 108
2022
Q3 		$977K Sell
15,906
-2,536
-14% -$162K 0.18% 105
2022
Q2 		$1.09M Buy
18,442
+3,648
+25% +$224K 0.18% 102
2022
Q1 		$839K Buy
+14,794
New +$654K 0.13% 142
2021
Q3 		– Sell
-968
Closed -$30.3K – 965
2021
Q2 		$30.3K Sell
968
-263
-21% -$7.05K 0.01% 592
2021
Q1 		$32.8K Buy
+1,231
New +$30.8K 0.01% 537
2020
Q2 		– Sell
-2,688
Closed -$31.1K – 717
2020
Q1 		$31.1K Buy
+2,688
New +$88.3K 0.01% 481
2019
Q3 		– Sell
-83
Closed -$4.17K – 680
2019
Q2 		$4.17K Sell
83
-212
-72% -$11.9K ﹤0.01% 629
2019
Q1 		$5.49K Buy
295
+212
+255% +$14K ﹤0.01% 545
2018
Q4 		$5.09K Sell
83
-67
-45% -$4.71K ﹤0.01% 543
2018
Q3 		$12.4K Buy
+150
New +$12.1K ﹤0.01% 493

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

Atlas Capital Advisors's OXY Position: Q2 2025 in Review

Atlas Capital Advisors held its Occidental Petroleum (OXY) position steady in Q2 2025 at 56 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Atlas Capital Advisors first reported a position in OXY in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.09M in Q2 2022. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Atlas Capital Advisors held 56 shares of Occidental Petroleum worth $2.35K as of Q2 2025.
  • Atlas Capital Advisors left its Occidental Petroleum share count unchanged in Q2 2025.
  • Occidental Petroleum made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #859 holding.
  • Atlas Capital Advisors first reported a position in Occidental Petroleum in Q3 2018 and has held it in 21 quarters since.
  • Atlas Capital Advisors's Occidental Petroleum position peaked at $1.09M in Q2 2022.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.