Ausbil Investment Management’s Occidental Petroleum OXY Stock Holding History

Ausbil Investment Management’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	-2,000	Closed	-$98.7K	–	77
2025 Q1	$98.7K	Hold	2,000	–	–	0.06%	65
2024 Q4	$101K	Hold	2,000	–	–	0.06%	69
2024 Q3	$103K	Sell	2,000 -13,000	-87%	-$742K	0.04%	74
2024 Q2	$945K	Sell	15,000 -5,000	-25%	-$321K	0.44%	42
2024 Q1	$1.33M	Sell	20,000 -5,500	-22%	-$329K	0.66%	40
2023 Q4	$1.52M	Sell	25,500 -24,500	-49%	-$1.5M	0.82%	30
2023 Q3	$3.12M	Sell	50,000 -7,500	-13%	-$472K	1.93%	16
2023 Q2	$3.38M	Sell	57,500 -18,500	-24%	-$1.11M	2.1%	14
2023 Q1	$4.74M	Sell	76,000 -30,000	-28%	-$1.86M	3.32%	11
2022 Q4	$6.92M	Buy	+106,000	New	+$7.22M	4.5%	10

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ausbil Investment Management's OXY Position: Q2 2025 in Review

Ausbil Investment Management sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 2,000 shares — an estimated $98.7K sold.

Ausbil Investment Management first reported a position in OXY in Q4 2022 and held it in 10 quarters. The position peaked at $6.92M in Q4 2022. 1,134 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

Ausbil Investment Management reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
Ausbil Investment Management sold 2,000 Occidental Petroleum shares in Q2 2025, an estimated $98.7K.
Ausbil Investment Management first reported a position in Occidental Petroleum in Q4 2022 and held it in 10 quarters.
Ausbil Investment Management's Occidental Petroleum position peaked at $6.92M in Q4 2022.
1,134 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Ausbil Investment Management's 13F filing for Q2 2025, filed 17 Jul 2025.