Bank Julius Baer & Co
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Bank Julius Baer & Co’s Occidental Petroleum OXY Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-1,199
Closed -$65.4K – 660
2024
Q4 		$65.4K Sell
1,199
-527
-31% -$26.6K ﹤0.01% 519
2024
Q3 		$105K Buy
1,726
+827
+92% +$47.2K ﹤0.01% 427
2024
Q2 		$63K Sell
899
-1,827
-67% -$117K ﹤0.01% 430
2024
Q1 		$177K Sell
2,726
-1,530
-36% -$91.4K ﹤0.01% 404
2023
Q4 		$254K Sell
4,256
-44
-1% -$2.69K ﹤0.01% 382
2023
Q3 		$279K Sell
4,300
-2,818
-40% -$177K ﹤0.01% 363
2023
Q2 		$419K Sell
7,118
-128
-2% -$7.68K ﹤0.01% 352
2023
Q1 		$452K Sell
7,246
-259
-3% -$16.1K ﹤0.01% 357
2022
Q4 		$473K Buy
7,505
+1,041
+16% +$70.9K ﹤0.01% 344
2022
Q3 		$397K Sell
6,464
-1,508
-19% -$96.5K ﹤0.01% 353
2022
Q2 		$469K Sell
7,972
-650
-8% -$39.9K ﹤0.01% 346
2022
Q1 		$489K Sell
8,622
-4,221
-33% -$187K ﹤0.01% 349
2021
Q4 		$372K Sell
12,843
-10,841
-46% -$340K ﹤0.01% 459
2021
Q3 		$701K Buy
23,684
+51
+0.2% +$1.36K ﹤0.01% 379
2021
Q2 		$739K Sell
23,633
-34
-0.1% -$912 ﹤0.01% 393
2021
Q1 		$630K Sell
23,667
-58,655
-71% -$1.47M ﹤0.01% 405
2020
Q4 		$1.43M Buy
82,322
+25,005
+44% +$343K 0.01% 299
2020
Q3 		$574K Sell
57,317
-21,649
-27% -$305K 0.01% 364
2020
Q2 		$1.35M Buy
78,966
+28,194
+56% +$444K 0.02% 238
2020
Q1 		$588K Buy
+50,772
New +$1.67M 0.01% 297

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Bank Julius Baer & Co's OXY Position: Q1 2025 in Review

Bank Julius Baer & Co sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 1,199 shares — an estimated $65.4K sold.

Bank Julius Baer & Co first reported a position in OXY in Q1 2020 and held it in 20 quarters. The position peaked at $1.43M in Q4 2020. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Bank Julius Baer & Co reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,199 Occidental Petroleum shares in Q1 2025, an estimated $65.4K.
  • Bank Julius Baer & Co first reported a position in Occidental Petroleum in Q1 2020 and held it in 20 quarters.
  • Bank Julius Baer & Co's Occidental Petroleum position peaked at $1.43M in Q4 2020.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Bank Julius Baer & Co's 13F filing for Q1 2025, filed 6 May 2025.