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Catherine Avery Investment Management’s Occidental Petroleum OXY Stock Holding History

Catherine Avery Investment Management’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
-18
Closed -$889 – 176
2024
Q4 		$889 Buy
+18
New +$909 ﹤0.01% 152

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Vanguard Group
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BlackRock
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State Street
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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

Catherine Avery Investment Management's OXY Position: Q1 2025 in Review

Catherine Avery Investment Management sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 18 shares — an estimated $889 sold.

Catherine Avery Investment Management first reported a position in OXY in Q4 2024 and held it in 1 quarter. The position peaked at $889 in Q4 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Catherine Avery Investment Management reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Catherine Avery Investment Management sold 18 Occidental Petroleum shares in Q1 2025, an estimated $889.
  • Catherine Avery Investment Management first reported a position in Occidental Petroleum in Q4 2024 and held it in 1 quarter.
  • Catherine Avery Investment Management's Occidental Petroleum position peaked at $889 in Q4 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Catherine Avery Investment Management's 13F filing for Q1 2025, filed 5 Jan 2026.