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D.L. Carlson Investment Group’s Occidental Petroleum OXY Stock Holding History

D.L. Carlson Investment Group’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
Q2 		– Sell
-23,948
Closed -$1.18M – 137
2025
Q1 		$1.18M Sell
23,948
-619
-3% -$30.2K 0.23% 91
2024
Q4 		$1.21M Sell
24,567
-2,754
-10% -$139K 0.22% 88
2024
Q3 		$1.41M Sell
27,321
-3,084
-10% -$176K 0.25% 87
2024
Q2 		$1.92M Sell
30,405
-670
-2% -$43K 0.37% 76
2024
Q1 		$2.02M Sell
31,075
-542
-2% -$32.4K 0.39% 71
2023
Q4 		$1.9M Sell
31,617
-14,074
-31% -$859K 0.39% 69
2023
Q3 		$2.96M Sell
45,691
-306
-0.7% -$19.3K 0.6% 55
2023
Q2 		$2.7M Sell
45,997
-355
-0.8% -$21.3K 0.52% 64
2023
Q1 		$2.89M Sell
46,352
-7,094
-13% -$441K 0.66% 52
2022
Q4 		$3.37M Sell
53,446
-3,533
-6% -$241K 0.72% 48
2022
Q3 		$3.5M Buy
56,979
+129
+0.2% +$8.26K 0.76% 48
2022
Q2 		$3.35M Buy
56,850
+3,188
+6% +$196K 0.71% 55
2022
Q1 		$3.04M Buy
+53,662
New +$2.37M 0.51% 64

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.L. Carlson Investment Group's OXY Position: Q2 2025 in Review

D.L. Carlson Investment Group sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 23,948 shares — an estimated $1.18M sold.

D.L. Carlson Investment Group first reported a position in OXY in Q1 2022 and held it in 13 quarters. The position peaked at $3.5M in Q3 2022. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • D.L. Carlson Investment Group reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 23,948 Occidental Petroleum shares in Q2 2025, an estimated $1.18M.
  • D.L. Carlson Investment Group first reported a position in Occidental Petroleum in Q1 2022 and held it in 13 quarters.
  • D.L. Carlson Investment Group's Occidental Petroleum position peaked at $3.5M in Q3 2022.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2025, filed 13 Aug 2025.