CA
OXY icon

CapWealth Advisors’s Occidental Petroleum OXY Stock Holding History

CapWealth 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
Q3 		– Sell
-14,255
Closed -$599K – 125
2025
Q2 		$599K Buy
14,255
+9,750
+216% +$408K 0.06% 72
2025
Q1 		$222K Hold
4,505
– – 0.02% 95
2024
Q4 		$223K Sell
4,505
-1,001
-18% -$50.6K 0.02% 98
2024
Q3 		$284K Buy
5,506
+400
+8% +$22.8K 0.03% 92
2024
Q2 		$322K Sell
5,106
-999
-16% -$64.1K 0.04% 80
2024
Q1 		$397K Buy
6,105
+162
+3% +$9.68K 0.04% 72
2023
Q4 		$355K Buy
5,943
+443
+8% +$27K 0.04% 73
2023
Q3 		$357K Buy
+5,500
New +$346K 0.05% 80
2016
Q4 		– Sell
-150
Closed -$11K – 213
2016
Q3 		$11K Buy
+150
New +$11.2K ﹤0.01% 211
2016
Q2 		– Sell
-214
Closed -$15K – 304
2016
Q1 		$15K Buy
+214
New +$14.3K ﹤0.01% 214
2014
Q4 		– Sell
-279
Closed -$26K – 218
2014
Q3 		$26K Sell
279
-748
-73% -$71.8K 0.01% 167
2014
Q2 		$101K Buy
1,027
+911
+785% +$85.6K 0.02% 111
2014
Q1 		$11K Buy
116
+1
+0.9% +$89 ﹤0.01% 242
2013
Q4 		$10K Buy
115
+1
+0.9% +$91 ﹤0.01% 263
2013
Q3 		$10K Buy
114
+1
+0.9% +$86 ﹤0.01% 309
2013
Q2 		$10K Buy
+113
New +$9.55K ﹤0.01% 291

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 $3.38T AUM 44.17% 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

CapWealth Advisors's OXY Position: Q3 2025 in Review

CapWealth Advisors sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 14,255 shares — an estimated $599K sold.

CapWealth Advisors first reported a position in OXY in Q2 2013 and held it in 16 quarters. The position peaked at $599K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • CapWealth Advisors reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • CapWealth Advisors sold 14,255 Occidental Petroleum shares in Q3 2025, an estimated $599K.
  • CapWealth Advisors first reported a position in Occidental Petroleum in Q2 2013 and held it in 16 quarters.
  • CapWealth Advisors's Occidental Petroleum position peaked at $599K in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on CapWealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.