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Elevatus Welath Management’s Occidental Petroleum OXY Stock Holding History

Elevatus Welath 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
Q4 		– Sell
-98,172
Closed -$4.64M – 160
2025
Q3 		$4.64M Buy
+98,172
New +$4.44M 1.34% 22
2025
Q2 		– Sell
-38,612
Closed -$1.91M – 128
2025
Q1 		$1.91M Buy
+38,612
New +$1.89M 1.08% 24

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Elevatus Welath Management's OXY Position: Q4 2025 in Review

Elevatus Welath Management sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 98,172 shares — an estimated $4.64M sold.

Elevatus Welath Management first reported a position in OXY in Q1 2025 and held it in 2 quarters. The position peaked at $4.64M in Q3 2025. 1,116 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Elevatus Welath Management reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Elevatus Welath Management sold 98,172 Occidental Petroleum shares in Q4 2025, an estimated $4.64M.
  • Elevatus Welath Management first reported a position in Occidental Petroleum in Q1 2025 and held it in 2 quarters.
  • Elevatus Welath Management's Occidental Petroleum position peaked at $4.64M in Q3 2025.
  • 1,116 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Elevatus Welath Management's 13F filing for Q4 2025, filed 14 Jan 2026.