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Benchmark Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Benchmark Investment 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
Q1 		$612K Sell
12,400
-600
-5% -$29.3K 0.4% 57
2024
Q4 		$642K Buy
+13,000
New +$657K 0.42% 51

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

Benchmark Investment Advisors's OXY Position: Q1 2025 in Review

Benchmark Investment Advisors reduced its Occidental Petroleum (OXY) stake by 4.6% in Q1 2025, selling an estimated $29.3K and leaving 12,400 shares worth $612K. The position accounts for 0.4% of the portfolio, ranked #57.

Benchmark Investment Advisors first reported a position in OXY in Q4 2024 and has held it in 2 quarters since. The position peaked at $642K in Q4 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Benchmark Investment Advisors held 12,400 shares of Occidental Petroleum worth $612K as of Q1 2025.
  • Benchmark Investment Advisors sold 600 Occidental Petroleum shares in Q1 2025, an estimated $29.3K.
  • Occidental Petroleum made up 0.4% of Benchmark Investment Advisors's portfolio in Q1 2025, its #57 holding.
  • Benchmark Investment Advisors first reported a position in Occidental Petroleum in Q4 2024 and has held it in 2 quarters since.
  • Benchmark Investment Advisors's Occidental Petroleum position peaked at $642K in Q4 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Benchmark Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.