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Fortis Group Advisors’s Occidental Petroleum OXY Stock Holding History

Fortis Group 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
Q3 		– Sell
-860
Closed -$36.1K – 556
2025
Q2 		$36.1K Hold
860
– – 0.01% 258
2025
Q1 		$42.5K Hold
860
– – 0.01% 222
2024
Q4 		$42.5K Hold
860
– – 0.01% 220
2024
Q3 		$44.3K Hold
860
– – 0.01% 209
2024
Q2 		$54.2K Hold
860
– – 0.01% 206
2024
Q1 		$55.9K Sell
860
-860
-50% -$51.4K 0.01% 222
2023
Q4 		$103K Buy
1,720
+860
+100% +$52.5K 0.03% 144
2023
Q3 		$55.8K Buy
+860
New +$54.1K 0.02% 134

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

Fortis Group Advisors's OXY Position: Q3 2025 in Review

Fortis Group Advisors sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 860 shares — an estimated $36.1K sold.

Fortis Group Advisors first reported a position in OXY in Q3 2023 and held it in 8 quarters. The position peaked at $103K in Q4 2023. 1,153 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • Fortis Group Advisors reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 860 Occidental Petroleum shares in Q3 2025, an estimated $36.1K.
  • Fortis Group Advisors first reported a position in Occidental Petroleum in Q3 2023 and held it in 8 quarters.
  • Fortis Group Advisors's Occidental Petroleum position peaked at $103K in Q4 2023.
  • 1,153 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on Fortis Group Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.