GM
OXY icon

GeoWealth Management’s Occidental Petroleum OXY Stock Holding History

GeoWealth 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
-947
Closed -$39.8K – 1082
2025
Q2 		$39.8K Buy
+947
New +$39.6K ﹤0.01% 979
2025
Q1 		– Sell
-1,631
Closed -$80.6K – 1574
2024
Q4 		$80.6K Buy
1,631
+64
+4% +$3.23K ﹤0.01% 1027
2024
Q3 		$80.8K Buy
+1,567
New +$89.4K ﹤0.01% 945

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 $3.38T 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

GeoWealth Management's OXY Position: Q3 2025 in Review

GeoWealth Management sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 947 shares — an estimated $39.8K sold.

GeoWealth Management first reported a position in OXY in Q3 2024 and held it in 3 quarters. The position peaked at $80.8K in Q3 2024. 1,154 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • GeoWealth Management reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 947 Occidental Petroleum shares in Q3 2025, an estimated $39.8K.
  • GeoWealth Management first reported a position in Occidental Petroleum in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Occidental Petroleum position peaked at $80.8K in Q3 2024.
  • 1,154 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.