Bruce G. Allen Investments’s Occidental Petroleum OXY Stock Holding History

Bruce G. Allen Investments’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
2026 Q1	$5.33K	Buy	82 +4	+5%	+$201	﹤0.01%	551
2025 Q4	$3.21K	Hold	78	–	–	﹤0.01%	624
2025 Q3	$3.69K	Hold	78	–	–	﹤0.01%	606
2025 Q2	$3.28K	Sell	78 -30	-28%	-$1.25K	﹤0.01%	626
2025 Q1	$5.33K	Sell	108 -106	-50%	-$5.17K	﹤0.01%	559
2024 Q4	$10.6K	Buy	214 +139	+185%	+$7.02K	0.01%	464
2024 Q3	$3.87K	Sell	75 -6	-7%	-$342	﹤0.01%	620
2024 Q2	$5.11K	Sell	81 -45	-36%	-$2.89K	﹤0.01%	564
2024 Q1	$8.19K	Sell	126 -98	-44%	-$5.85K	0.01%	504
2023 Q4	$13.4K	Buy	+224	New	+$13.7K	0.01%	433

Other funds holding OXY

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return