Herold Advisors’s Occidental Petroleum OXY Stock Holding History

Herold 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 Q1	–	Sell	-4,907	Closed	-$243K	–	290
2024 Q4	$243K	Sell	4,907 -100	-2%	-$5.05K	0.05%	243
2024 Q3	$258K	Buy	5,007 +601	+14%	+$34.3K	0.06%	238
2024 Q2	$278K	Sell	4,406 -200	-4%	-$12.8K	0.06%	223
2024 Q1	$299K	Buy	4,606 +401	+10%	+$24K	0.07%	217
2023 Q4	$251K	Sell	4,205 -39	-0.9%	-$2.38K	0.07%	214
2023 Q3	$275K	Buy	4,244 +39	+0.9%	+$2.45K	0.08%	205
2023 Q2	$247K	Buy	4,205 +175	+4%	+$10.5K	0.08%	213
2023 Q1	$252K	Buy	4,030 +400	+11%	+$24.9K	0.09%	201
2022 Q4	$229K	Buy	+3,630	New	+$247K	0.1%	188
2022 Q2	–	Sell	-2,180	Closed	-$124K	–	524
2022 Q1	$124K	Buy	+2,180	New	+$96.4K	0.04%	247
2021 Q4	–	Sell	-2,530	Closed	-$74K	–	510
2021 Q3	$74K	Buy	+2,530	New	+$67.5K	0.03%	319

Other funds holding OXY

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Herold Advisors's OXY Position: Q1 2025 in Review

Herold Advisors sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 4,907 shares — an estimated $243K sold.

Herold Advisors first reported a position in OXY in Q3 2021 and held it in 11 quarters. The position peaked at $299K in Q1 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

Herold Advisors reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
Herold Advisors sold 4,907 Occidental Petroleum shares in Q1 2025, an estimated $243K.
Herold Advisors first reported a position in Occidental Petroleum in Q3 2021 and held it in 11 quarters.
Herold Advisors's Occidental Petroleum position peaked at $299K in Q1 2024.
1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Herold Advisors's 13F filing for Q1 2025, filed 13 May 2025.