FAM
OXY icon

Formidable Asset Management’s Occidental Petroleum OXY Stock Holding History

Formidable 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
Q3 		– Sell
-8,945
Closed -$442K – 407
2025
Q2 		$442K Hold
8,945
– – 0.07% 249
2025
Q1 		$442K Buy
8,945
+1,280
+17% +$62.5K 0.07% 246
2024
Q4 		$379K Buy
7,665
+2,250
+42% +$114K 0.06% 268
2024
Q3 		$279K Buy
+5,415
New +$309K 0.04% 304
2023
Q1 		– Sell
-4,634
Closed -$292K – 337
2022
Q4 		$292K Buy
+4,634
New +$316K 0.07% 233
2022
Q2 		– Sell
-4,506
Closed -$256K – 342
2022
Q1 		$256K Buy
+4,506
New +$199K 0.05% 271
2020
Q1 		– Sell
-6,305
Closed -$265K – 260
2019
Q4 		$265K Sell
6,305
-1,170
-16% -$46.9K 0.08% 170
2019
Q3 		$332K Sell
7,475
-2,082
-22% -$98.4K 0.31% 59
2019
Q2 		$482K Buy
+9,557
New +$538K 0.17% 118
2017
Q4 		– Sell
-3,440
Closed -$221K – 183
2017
Q3 		$221K Sell
3,440
-453
-12% -$27.6K 0.09% 178
2017
Q2 		$233K Hold
3,893
– – 0.11% 148
2017
Q1 		$236K Sell
3,893
-499
-11% -$33.2K 0.1% 159
2016
Q4 		$313K Sell
4,392
-140
-3% -$9.94K 0.16% 129
2016
Q3 		$330K Buy
4,532
+20
+0.4% +$1.5K 0.16% 126
2016
Q2 		$344K Buy
4,512
+454
+11% +$33.9K 0.19% 118
2016
Q1 		$304K Sell
4,058
-322
-7% -$21.6K 0.21% 104
2015
Q4 		$286K Buy
4,380
+77
+2% +$5.54K 0.2% 111
2015
Q3 		$284K Buy
4,303
+166
+4% +$11.6K 0.19% 111
2015
Q2 		$321K Hold
4,137
– – 0.2% 103
2015
Q1 		$317K Buy
4,137
+58
+1% +$4.49K 0.21% 101
2014
Q4 		$328K Sell
4,079
-171
-4% -$14.2K 0.22% 93
2014
Q3 		$355K Buy
4,250
+4,187
+6,646% +$402K 0.23% 92
2014
Q2 		$6K Hold
63
– – ﹤0.01% 412
2014
Q1 		$6K Hold
63
– – ﹤0.01% 370
2013
Q4 		$5K Hold
63
– – ﹤0.01% 415
2013
Q3 		$6K Buy
+63
New +$5.42K 0.01% 349

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Formidable Asset Management's OXY Position: Q3 2025 in Review

Formidable Asset Management sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 8,945 shares — an estimated $442K sold.

Formidable Asset Management first reported a position in OXY in Q3 2013 and held it in 26 quarters. The position peaked at $482K in Q2 2019. 1,153 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • Formidable Asset Management reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • Formidable Asset Management sold 8,945 Occidental Petroleum shares in Q3 2025, an estimated $442K.
  • Formidable Asset Management first reported a position in Occidental Petroleum in Q3 2013 and held it in 26 quarters.
  • Formidable Asset Management's Occidental Petroleum position peaked at $482K in Q2 2019.
  • 1,153 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on Formidable Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.