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Carmel Capital Partners’s Occidental Petroleum OXY Stock Holding History

Carmel Capital Partners’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
Q2 		– Sell
-39,519
Closed -$1.95M – 168
2025
Q1 		$1.95M Buy
39,519
+3,608
+10% +$176K 0.77% 27
2024
Q4 		$1.77M Buy
35,911
+10,811
+43% +$546K 0.72% 27
2024
Q3 		$1.29M Sell
25,100
-7,899
-24% -$451K 0.5% 39
2024
Q2 		$2.08M Sell
32,999
-50
-0.2% -$3.21K 0.88% 19
2024
Q1 		$2.15M Buy
33,049
+795
+2% +$47.5K 0.89% 15
2023
Q4 		$1.93M Buy
32,254
+7,591
+31% +$463K 0.98% 16
2023
Q3 		$1.6M Sell
24,663
-1,659
-6% -$104K 0.72% 23
2023
Q2 		$1.55M Buy
26,322
+8,961
+52% +$538K 0.8% 22
2023
Q1 		$1.08M Buy
17,361
+1,058
+6% +$65.7K 0.64% 31
2022
Q4 		$1.03M Sell
16,303
-229
-1% -$15.6K 0.71% 28
2022
Q3 		$1.02M Buy
16,532
+338
+2% +$21.6K 0.98% 25
2022
Q2 		$953K Sell
16,194
-4,217
-21% -$259K 0.89% 32
2022
Q1 		$1.16M Sell
20,411
-17,843
-47% -$789K 0.97% 25
2021
Q4 		$1.11M Buy
+38,254
New +$1.2M 0.83% 28

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $182B AUM 14.68% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carmel Capital Partners's OXY Position: Q2 2025 in Review

Carmel Capital Partners sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 39,519 shares — an estimated $1.95M sold.

Carmel Capital Partners first reported a position in OXY in Q4 2021 and held it in 14 quarters. The position peaked at $2.15M in Q1 2024. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Carmel Capital Partners reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Carmel Capital Partners sold 39,519 Occidental Petroleum shares in Q2 2025, an estimated $1.95M.
  • Carmel Capital Partners first reported a position in Occidental Petroleum in Q4 2021 and held it in 14 quarters.
  • Carmel Capital Partners's Occidental Petroleum position peaked at $2.15M in Q1 2024.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Carmel Capital Partners's 13F filing for Q2 2025, filed 29 Jul 2025.