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FORA Capital’s Occidental Petroleum OXY Stock Holding History

FORA Capital’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
-14,460
Closed -$714K – 649
2025
Q1 		$714K Buy
+14,460
New +$706K 0.07% 279
2024
Q2 		– Sell
-44,628
Closed -$2.9M – 503
2024
Q1 		$2.9M Buy
+44,628
New +$2.67M 0.24% 121
2023
Q2 		– Sell
-137,565
Closed -$8.59M – 550
2023
Q1 		$8.59M Buy
+137,565
New +$8.55M 0.86% 18
2022
Q2 		– Sell
-53,605
Closed -$3.08M – 623
2022
Q1 		$3.08M Buy
+53,605
New +$2.37M 0.56% 45
2020
Q3 		– Sell
-38,691
Closed -$708K – 892
2020
Q2 		$708K Sell
38,691
-57,823
-60% -$911K 0.24% 108
2020
Q1 		$1.12M Buy
+96,514
New +$3.17M 0.24% 106

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

FORA Capital's OXY Position: Q2 2025 in Review

FORA Capital sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 14,460 shares — an estimated $714K sold.

FORA Capital first reported a position in OXY in Q1 2020 and held it in 6 quarters. The position peaked at $8.59M in Q1 2023. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • FORA Capital reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • FORA Capital sold 14,460 Occidental Petroleum shares in Q2 2025, an estimated $714K.
  • FORA Capital first reported a position in Occidental Petroleum in Q1 2020 and held it in 6 quarters.
  • FORA Capital's Occidental Petroleum position peaked at $8.59M in Q1 2023.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.