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Clarity Financial’s Occidental Petroleum OXY Stock Holding History

Clarity Financial’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
-4,476
Closed -$221K – 121
2024
Q4 		$221K Sell
4,476
-2,512
-36% -$127K 0.03% 108
2024
Q3 		$360K Buy
+6,988
New +$399K 0.04% 107
2024
Q1 		– Sell
-3,527
Closed -$211K – 126
2023
Q4 		$211K Buy
+3,527
New +$215K 0.04% 103

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

Clarity Financial's OXY Position: Q1 2025 in Review

Clarity Financial sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 4,476 shares — an estimated $221K sold.

Clarity Financial first reported a position in OXY in Q4 2023 and held it in 3 quarters. The position peaked at $360K in Q3 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Clarity Financial reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Clarity Financial sold 4,476 Occidental Petroleum shares in Q1 2025, an estimated $221K.
  • Clarity Financial first reported a position in Occidental Petroleum in Q4 2023 and held it in 3 quarters.
  • Clarity Financial's Occidental Petroleum position peaked at $360K in Q3 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Clarity Financial's 13F filing for Q1 2025, filed 14 May 2025.