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Bailard’s Occidental Petroleum OXY Stock Holding History

Bailard’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
Q3 		– Sell
-6,817
Closed -$286K – 854
2025
Q2 		$286K Buy
6,817
+1,931
+40% +$80.7K 0.01% 612
2025
Q1 		$241K Buy
+4,886
New +$239K 0.01% 642
2019
Q4 		– Sell
-26,186
Closed -$1.16M – 592
2019
Q3 		$1.16M Sell
26,186
-876
-3% -$41.4K 0.07% 194
2019
Q2 		$1.36M Buy
27,062
+563
+2% +$31.7K 0.08% 199
2019
Q1 		$1.75M Buy
26,499
+1,021
+4% +$67.3K 0.11% 166
2018
Q4 		$1.56M Buy
25,478
+343
+1% +$24.1K 0.11% 167
2018
Q3 		$2.06M Buy
25,135
+477
+2% +$38.5K 0.12% 158
2018
Q2 		$2.06M Sell
24,658
-413
-2% -$33K 0.12% 162
2018
Q1 		$1.63M Buy
25,071
+1,748
+7% +$122K 0.1% 177
2017
Q4 		$1.72M Sell
23,323
-1,703
-7% -$116K 0.11% 187
2017
Q3 		$1.61M Sell
25,026
-5,087
-17% -$310K 0.12% 141
2017
Q2 		$1.8M Buy
30,113
+3,877
+15% +$237K 0.15% 139
2017
Q1 		$1.66M Buy
26,236
+104
+0.4% +$6.92K 0.14% 140
2016
Q4 		$1.86M Sell
26,132
-222
-0.8% -$15.8K 0.17% 130
2016
Q3 		$1.92M Buy
26,354
+9,178
+53% +$687K 0.18% 121
2016
Q2 		$1.3M Buy
+17,176
New +$1.28M 0.15% 138

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Bailard's OXY Position: Q3 2025 in Review

Bailard sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 6,817 shares — an estimated $286K sold.

Bailard first reported a position in OXY in Q2 2016 and held it in 16 quarters. The position peaked at $2.06M in Q3 2018. 1,153 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • Bailard reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • Bailard sold 6,817 Occidental Petroleum shares in Q3 2025, an estimated $286K.
  • Bailard first reported a position in Occidental Petroleum in Q2 2016 and held it in 16 quarters.
  • Bailard's Occidental Petroleum position peaked at $2.06M in Q3 2018.
  • 1,153 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on Bailard's 13F filing for Q3 2025, filed 30 Oct 2025.