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Ilex Capital Partners’s Occidental Petroleum OXY Stock Holding History

Ilex Capital Partners’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
-8,307
Closed -$393K – 142
2025
Q3 		$393K Sell
8,307
-32,773
-80% -$1.48M 0.01% 114
2025
Q2 		$1.73M Sell
41,080
-29,272
-42% -$1.22M 0.06% 70
2025
Q1 		$3.47M Buy
+70,352
New +$3.43M 0.14% 42

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ilex Capital Partners's OXY Position: Q4 2025 in Review

Ilex Capital Partners sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 8,307 shares — an estimated $393K sold.

Ilex Capital Partners first reported a position in OXY in Q1 2025 and held it in 3 quarters. The position peaked at $3.47M in Q1 2025. 1,116 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Ilex Capital Partners reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Ilex Capital Partners sold 8,307 Occidental Petroleum shares in Q4 2025, an estimated $393K.
  • Ilex Capital Partners first reported a position in Occidental Petroleum in Q1 2025 and held it in 3 quarters.
  • Ilex Capital Partners's Occidental Petroleum position peaked at $3.47M in Q1 2025.
  • 1,116 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Ilex Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.