Financial Partners Group (Tennessee)’s Occidental Petroleum OXY Stock Holding History

Financial Partners Group (Tennessee)’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	$2.02M	Sell	48,146 -878	-2%	-$36.7K	0.73%	32
2025 Q1	$2.42M	Buy	49,024 +116	+0.2%	+$5.66K	1.05%	27
2024 Q4	$2.42M	Sell	48,908 -47,464	-49%	-$2.4M	1%	27
2024 Q3	$4.97M	Sell	96,372 -3,256	-3%	-$186K	1.86%	17
2024 Q2	$6.28M	Buy	99,628 +1,132	+1%	+$72.6K	2.44%	15
2024 Q1	$6.4M	Buy	98,496 +801	+0.8%	+$47.8K	2.48%	15
2023 Q4	$5.83M	Buy	+97,695	New	+$5.96M	2.64%	15

Other funds holding OXY

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Financial Partners Group (Tennessee)'s OXY Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its Occidental Petroleum (OXY) stake by 1.8% in Q2 2025, selling an estimated $36.7K and leaving 48,146 shares worth $2.02M. The position accounts for 0.73% of the portfolio, ranked #32.

Financial Partners Group (Tennessee) first reported a position in OXY in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.4M in Q1 2024. 1,134 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

Financial Partners Group (Tennessee) held 48,146 shares of Occidental Petroleum worth $2.02M as of Q2 2025.
Financial Partners Group (Tennessee) sold 878 Occidental Petroleum shares in Q2 2025, an estimated $36.7K.
Occidental Petroleum made up 0.73% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #32 holding.
Financial Partners Group (Tennessee) first reported a position in Occidental Petroleum in Q4 2023 and has held it in 7 quarters since.
Financial Partners Group (Tennessee)'s Occidental Petroleum position peaked at $6.4M in Q1 2024.
1,134 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.