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Fortis Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Fortis Capital 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
Q4 		– Sell
-14,466
Closed -$684K – 332
2025
Q3 		$684K Buy
+14,466
New +$654K 0.11% 155

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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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fortis Capital Advisors's OXY Position: Q4 2025 in Review

Fortis Capital Advisors sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 14,466 shares — an estimated $684K sold.

Fortis Capital Advisors first reported a position in OXY in Q3 2025 and held it in 1 quarter. The position peaked at $684K in Q3 2025. 1,123 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Fortis Capital Advisors reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 14,466 Occidental Petroleum shares in Q4 2025, an estimated $684K.
  • Fortis Capital Advisors first reported a position in Occidental Petroleum in Q3 2025 and held it in 1 quarter.
  • Fortis Capital Advisors's Occidental Petroleum position peaked at $684K in Q3 2025.
  • 1,123 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Fortis Capital Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.