Fairfield Financial Advisors’s Occidental Petroleum OXY Stock Holding History

Fairfield Financial 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 Q1	–	Sell	-4,049	Closed	-$200K	–	153
2024 Q4	$200K	Sell	4,049 -10,353	-72%	-$523K	0.07%	63
2024 Q3	$742K	Sell	14,402 -1,200	-8%	-$68.5K	0.25%	45
2024 Q2	$983K	Buy	+15,602	New	+$1M	0.29%	42
2023 Q4	$1.16M	Sell	19,448 -88	-0.5%	-$5.37K	0.44%	35
2023 Q3	$1.27M	Buy	19,536 +2,407	+14%	+$151K	0.53%	36
2023 Q2	$1.01M	Buy	17,129 +9,881	+136%	+$593K	0.4%	36
2023 Q1	$452K	Buy	+7,248	New	+$450K	0.2%	49

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

Fairfield Financial Advisors's OXY Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 4,049 shares — an estimated $200K sold.

Fairfield Financial Advisors first reported a position in OXY in Q1 2023 and held it in 7 quarters. The position peaked at $1.27M in Q3 2023. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

Fairfield Financial Advisors reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 4,049 Occidental Petroleum shares in Q1 2025, an estimated $200K.
Fairfield Financial Advisors first reported a position in Occidental Petroleum in Q1 2023 and held it in 7 quarters.
Fairfield Financial Advisors's Occidental Petroleum position peaked at $1.27M in Q3 2023.
1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.