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Compass Financial Services’s Occidental Petroleum OXY Stock Holding History

Compass Financial Services’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
-334
Closed -$14K – 347
2025
Q2 		$14K Buy
334
+2
+0.6% +$84 0.01% 171
2025
Q1 		$16.4K Buy
332
+2
+0.6% +$98 0.01% 148
2024
Q4 		$16.3K Buy
+330
New +$16.7K 0.01% 118

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 $3.37T AUM 44.26% 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

Compass Financial Services's OXY Position: Q3 2025 in Review

Compass Financial Services sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 334 shares — an estimated $14K sold.

Compass Financial Services first reported a position in OXY in Q4 2024 and held it in 3 quarters. The position peaked at $16.4K in Q1 2025. 1,153 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • Compass Financial Services reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 334 Occidental Petroleum shares in Q3 2025, an estimated $14K.
  • Compass Financial Services first reported a position in Occidental Petroleum in Q4 2024 and held it in 3 quarters.
  • Compass Financial Services's Occidental Petroleum position peaked at $16.4K in Q1 2025.
  • 1,153 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.