Flaharty Asset Management’s Occidental Petroleum OXY Stock Holding History

Flaharty Asset 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	-4,382	Closed	-$207K	–	145
2025 Q3	$207K	Buy	+4,382	New	+$198K	0.03%	124
2025 Q2	–	Sell	-7,107	Closed	-$351K	–	376
2025 Q1	$351K	Hold	7,107	–	–	0.05%	84
2024 Q4	$351K	Hold	7,107	–	–	0.05%	87
2024 Q3	$366K	Sell	7,107 -621	-8%	-$35.4K	0.05%	83
2024 Q2	$487K	Buy	7,728 +2,393	+45%	+$153K	0.07%	71
2024 Q1	$347K	Buy	5,335 +500	+10%	+$29.9K	0.05%	85
2023 Q4	$289K	Buy	4,835 +500	+12%	+$30.5K	0.05%	93
2023 Q3	$281K	Buy	+4,335	New	+$273K	0.05%	90

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Flaharty Asset Management's OXY Position: Q4 2025 in Review

Flaharty Asset Management sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 4,382 shares — an estimated $207K sold.

Flaharty Asset Management first reported a position in OXY in Q3 2023 and held it in 8 quarters. The position peaked at $487K in Q2 2024. 1,122 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

Flaharty Asset Management reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
Flaharty Asset Management sold 4,382 Occidental Petroleum shares in Q4 2025, an estimated $207K.
Flaharty Asset Management first reported a position in Occidental Petroleum in Q3 2023 and held it in 8 quarters.
Flaharty Asset Management's Occidental Petroleum position peaked at $487K in Q2 2024.
1,122 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Flaharty Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.