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HBW Advisory Services’s Occidental Petroleum OXY Stock Holding History

HBW Advisory Services’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
-8,091
Closed -$340K – 439
2025
Q2 		$340K Sell
8,091
-1,038
-11% -$43.4K 0.04% 297
2025
Q1 		$451K Buy
+9,129
New +$446K 0.06% 225
2024
Q2 		– Sell
-3,744
Closed -$224K – 355
2024
Q1 		$224K Hold
3,744
– – 0.04% 277
2023
Q4 		$224K Sell
3,744
-959
-20% -$58.5K 0.04% 277
2023
Q3 		$305K Buy
4,703
+132
+3% +$8.3K 0.06% 209
2023
Q2 		$269K Sell
4,571
-219
-5% -$13.1K 0.06% 242
2023
Q1 		$299K Buy
4,790
+166
+4% +$10.3K 0.07% 201
2022
Q4 		$291K Buy
4,624
+1,113
+32% +$75.8K 0.08% 205
2022
Q3 		$216K Buy
+3,511
New +$225K 0.06% 204

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

HBW Advisory Services's OXY Position: Q3 2025 in Review

HBW Advisory Services sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 8,091 shares — an estimated $340K sold.

HBW Advisory Services first reported a position in OXY in Q3 2022 and held it in 9 quarters. The position peaked at $451K in Q1 2025. 1,153 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • HBW Advisory Services reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • HBW Advisory Services sold 8,091 Occidental Petroleum shares in Q3 2025, an estimated $340K.
  • HBW Advisory Services first reported a position in Occidental Petroleum in Q3 2022 and held it in 9 quarters.
  • HBW Advisory Services's Occidental Petroleum position peaked at $451K in Q1 2025.
  • 1,153 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on HBW Advisory Services's 13F filing for Q3 2025, filed 16 Oct 2025.