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Insight Advisors’s Occidental Petroleum OXY Stock Holding History

Insight 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
Q4 		– Sell
-5,034
Closed -$238K – 297
2025
Q3 		$238K Sell
5,034
-99
-2% -$4.47K 0.04% 253
2025
Q2 		$216K Sell
5,133
-262
-5% -$10.9K 0.03% 264
2025
Q1 		$266K Buy
5,395
+550
+11% +$26.9K 0.05% 239
2024
Q4 		$235K Sell
4,845
-47
-1% -$2.37K 0.04% 262
2024
Q3 		$252K Buy
4,892
+2
+0% +$114 0.04% 254
2024
Q2 		$308K Sell
4,890
-285
-6% -$18.3K 0.06% 224
2024
Q1 		$336K Hold
5,175
– – 0.06% 218
2023
Q4 		$309K Sell
5,175
-141
-3% -$8.6K 0.07% 207
2023
Q3 		$345K Sell
5,316
-683
-11% -$43K 0.08% 187
2023
Q2 		$353K Sell
5,999
-1,450
-19% -$87K 0.08% 190
2023
Q1 		$465K Sell
7,449
-888
-11% -$55.2K 0.11% 164
2022
Q4 		$510K Sell
8,337
-969
-10% -$66K 0.18% 152
2022
Q3 		$547K Buy
+9,306
New +$596K 0.21% 121

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

Insight Advisors's OXY Position: Q4 2025 in Review

Insight Advisors sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 5,034 shares — an estimated $238K sold.

Insight Advisors first reported a position in OXY in Q3 2022 and held it in 13 quarters. The position peaked at $547K in Q3 2022. 1,122 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Insight Advisors reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Insight Advisors sold 5,034 Occidental Petroleum shares in Q4 2025, an estimated $238K.
  • Insight Advisors first reported a position in Occidental Petroleum in Q3 2022 and held it in 13 quarters.
  • Insight Advisors's Occidental Petroleum position peaked at $547K in Q3 2022.
  • 1,122 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Insight Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.