Haven Private’s Occidental Petroleum OXY Stock Holding History

Haven Private’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	-12,928	Closed	-$611K	–	168
2025 Q3	$611K	Buy	+12,928	New	+$584K	0.27%	82

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Haven Private's OXY Position: Q4 2025 in Review

Haven Private sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 12,928 shares — an estimated $611K sold.

Haven Private first reported a position in OXY in Q3 2025 and held it in 1 quarter. The position peaked at $611K in Q3 2025. 1,122 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

Haven Private reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
Haven Private sold 12,928 Occidental Petroleum shares in Q4 2025, an estimated $611K.
Haven Private first reported a position in Occidental Petroleum in Q3 2025 and held it in 1 quarter.
Haven Private's Occidental Petroleum position peaked at $611K in Q3 2025.
1,122 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Haven Private's 13F filing for Q4 2025, filed 12 Feb 2026.