Contravisory Investment Management’s Occidental Petroleum OXY Stock Holding History

Contravisory 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	-36	Closed	-$1.78K	–	430
2024 Q4	$1.78K	Buy	+36	New	+$1.82K	﹤0.01%	358
2022 Q4	–	Sell	-1,875	Closed	-$115K	–	332
2022 Q3	$115K	Hold	1,875	–	–	0.04%	210
2022 Q2	$110K	Hold	1,875	–	–	0.04%	213
2022 Q1	$106K	Hold	1,875	–	–	0.03%	217
2021 Q4	$54K	Hold	1,875	–	–	0.01%	224
2021 Q3	$55K	Hold	1,875	–	–	0.02%	230
2021 Q2	$59K	Hold	1,875	–	–	0.02%	222
2021 Q1	$50K	Buy	+1,875	New	+$46.9K	0.02%	221
2018 Q4	–	Sell	-244	Closed	-$20K	–	327
2018 Q3	$20K	Buy	244 +15	+7%	+$1.21K	0.01%	209
2018 Q2	$19K	Buy	+229	New	+$18.3K	0.01%	237
2018 Q1	–	Sell	-9	Closed	-$1K	–	417
2017 Q4	$1K	Sell	9 -27	-75%	-$1.83K	﹤0.01%	378
2017 Q3	$2K	Buy	+36	New	+$2.19K	﹤0.01%	366
2017 Q2	–	Sell	-36	Closed	-$2K	–	224
2017 Q1	$2K	Hold	36	–	–	﹤0.01%	263
2016 Q4	$3K	Hold	36	–	–	﹤0.01%	244
2016 Q3	$3K	Buy	36 +11	+44%	+$823	﹤0.01%	235
2016 Q2	$2K	Buy	+25	New	+$1.87K	﹤0.01%	184

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Contravisory Investment Management's OXY Position: Q1 2025 in Review

Contravisory Investment Management sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 36 shares — an estimated $1.78K sold.

Contravisory Investment Management first reported a position in OXY in Q2 2016 and held it in 16 quarters. The position peaked at $115K in Q3 2022. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

Contravisory Investment Management reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
Contravisory Investment Management sold 36 Occidental Petroleum shares in Q1 2025, an estimated $1.78K.
Contravisory Investment Management first reported a position in Occidental Petroleum in Q2 2016 and held it in 16 quarters.
Contravisory Investment Management's Occidental Petroleum position peaked at $115K in Q3 2022.
1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.