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Court Place Advisors’s Occidental Petroleum OXY Stock Holding History

Court Place Advisors’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 		$289K Hold
6,111
– – 0.09% 121
2025
Q2 		$257K Hold
6,111
– – 0.08% 130
2025
Q1 		$302K Hold
6,111
– – 0.1% 121
2024
Q4 		$302K Sell
6,111
-170
-3% -$8.59K 0.1% 121
2024
Q3 		$324K Sell
6,281
-100
-2% -$5.71K 0.09% 131
2024
Q2 		$402K Sell
6,381
-539
-8% -$34.6K 0.13% 110
2024
Q1 		$450K Sell
6,920
-350
-5% -$20.9K 0.15% 99
2023
Q4 		$434K Sell
7,270
-170
-2% -$10.4K 0.14% 102
2023
Q3 		$483K Sell
7,440
-256
-3% -$16.1K 0.17% 99
2023
Q2 		$453K Sell
7,696
-650
-8% -$39K 0.16% 101
2023
Q1 		$521K Hold
8,346
– – 0.19% 97
2022
Q4 		$526K Buy
8,346
+4,025
+93% +$274K 0.19% 100
2022
Q3 		$266K Buy
+4,321
New +$277K 0.11% 135
2018
Q3 		– Sell
-2,454
Closed -$205K – 180
2018
Q2 		$205K Buy
+2,454
New +$196K 0.08% 165
2017
Q1 		– Sell
-3,258
Closed -$232K – 159
2016
Q4 		$232K Sell
3,258
-1,200
-27% -$85.2K 0.12% 131
2016
Q3 		$325K Hold
4,458
– – 0.18% 113
2016
Q2 		$337K Hold
4,458
– – 0.2% 104
2016
Q1 		$305K Buy
4,458
+37
+0.8% +$2.48K 0.19% 106
2015
Q4 		$298K Buy
4,421
+340
+8% +$24.5K 0.19% 103
2015
Q3 		$269K Hold
4,081
– – 0.19% 104
2015
Q2 		$317K Hold
4,081
– – 0.2% 103
2015
Q1 		$297K Hold
4,081
– – 0.19% 108
2014
Q4 		$328K Sell
4,081
-626
-13% -$52K 0.21% 102
2014
Q3 		$434K Hold
4,707
– – 0.3% 78
2014
Q2 		$463K Sell
4,707
-53
-1% -$4.98K 0.32% 74
2014
Q1 		$435K Buy
4,760
+1,409
+42% +$126K 0.32% 72
2013
Q4 		$305K Buy
+3,351
New +$306K 0.23% 86

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

Court Place Advisors's OXY Position: Q3 2025 in Review

Court Place Advisors held its Occidental Petroleum (OXY) position steady in Q3 2025 at 6,111 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #121.

Court Place Advisors first reported a position in OXY in Q4 2013 and has held it in 27 quarters since. The position peaked at $526K in Q4 2022. 1,152 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • Court Place Advisors held 6,111 shares of Occidental Petroleum worth $289K as of Q3 2025.
  • Court Place Advisors left its Occidental Petroleum share count unchanged in Q3 2025.
  • Occidental Petroleum made up 0.09% of Court Place Advisors's portfolio in Q3 2025, its #121 holding.
  • Court Place Advisors first reported a position in Occidental Petroleum in Q4 2013 and has held it in 27 quarters since.
  • Court Place Advisors's Occidental Petroleum position peaked at $526K in Q4 2022.
  • 1,152 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.