Gifford Fong Associates’s Occidental Petroleum OXY Stock Holding History

Gifford Fong Associates’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	$7.05M	Hold	171,429	–	–	1.41%	20
2025 Q3	$8.1M	Buy	171,429 +50,000	+41%	+$2.26M	1.7%	14
2025 Q2	$5.1M	Buy	121,429 +26,250	+28%	+$1.1M	1.17%	25
2025 Q1	$4.7M	Hold	95,179	–	–	1.17%	24
2024 Q4	$4.7M	Buy	95,179 +60,000	+171%	+$3.03M	1.15%	22
2024 Q3	$1.81M	Hold	35,179	–	–	0.45%	65
2024 Q2	$2.22M	Hold	35,179	–	–	0.59%	52
2024 Q1	$2.29M	Hold	35,179	–	–	0.63%	52
2023 Q4	$2.1M	Hold	35,179	–	–	0.45%	61
2023 Q3	$2.28M	Hold	35,179	–	–	0.55%	51
2023 Q2	$2.07M	Hold	35,179	–	–	0.49%	60
2023 Q1	$2.2M	Buy	35,179 +10,000	+40%	+$621K	0.58%	58
2022 Q4	$1.59M	Buy	25,179 +15,179	+152%	+$1.03M	0.36%	70
2022 Q3	$615K	Hold	10,000	–	–	0.15%	98
2022 Q2	$589K	Hold	10,000	–	–	0.14%	101
2022 Q1	$567K	Hold	10,000	–	–	0.1%	111
2021 Q4	$290K	Hold	10,000	–	–	0.05%	124
2021 Q3	$296K	Hold	10,000	–	–	0.06%	121
2021 Q2	$313K	Hold	10,000	–	–	0.06%	120
2021 Q1	$266K	Hold	10,000	–	–	0.06%	121
2020 Q4	$173K	Hold	10,000	–	–	0.04%	121
2020 Q3	$100K	Hold	10,000	–	–	0.03%	122
2020 Q2	$183K	Hold	10,000	–	–	0.06%	116
2020 Q1	$116K	Hold	10,000	–	–	0.04%	115
2019 Q4	$412K	Hold	10,000	–	–	0.12%	104
2019 Q3	$445K	Hold	10,000	–	–	0.15%	99
2019 Q2	$503K	Hold	10,000	–	–	0.17%	92
2019 Q1	$662K	Hold	10,000	–	–	0.22%	85
2018 Q4	$614K	Hold	10,000	–	–	0.23%	85
2018 Q3	$822K	Hold	10,000	–	–	0.26%	82
2018 Q2	$837K	Hold	10,000	–	–	0.29%	78
2018 Q1	$650K	Buy	+10,000	New	+$699K	0.27%	71

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gifford Fong Associates's OXY Position: Q4 2025 in Review

Gifford Fong Associates held its Occidental Petroleum (OXY) position steady in Q4 2025 at 171,429 shares worth $7.05M. The position accounts for 1.41% of the portfolio, ranked #20.

Gifford Fong Associates first reported a position in OXY in Q1 2018 and has held it in 32 quarters since. The position peaked at $8.1M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

Gifford Fong Associates held 171,429 shares of Occidental Petroleum worth $7.05M as of Q4 2025.
Gifford Fong Associates left its Occidental Petroleum share count unchanged in Q4 2025.
Occidental Petroleum made up 1.41% of Gifford Fong Associates's portfolio in Q4 2025, its #20 holding.
Gifford Fong Associates first reported a position in Occidental Petroleum in Q1 2018 and has held it in 32 quarters since.
Gifford Fong Associates's Occidental Petroleum position peaked at $8.1M in Q3 2025.
1,117 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.