IronBridge Private Wealth’s Occidental Petroleum OXY Stock Holding History

IronBridge Private Wealth’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	-85,410	Closed	-$4.22M	–	58
2024 Q4	$4.22M	Buy	85,410 +37,019	+76%	+$1.87M	1.55%	19
2024 Q3	$2.49M	Buy	48,391 +4,344	+10%	+$248K	0.93%	30
2024 Q2	$2.78M	Buy	44,047 +1,805	+4%	+$116K	1.04%	27
2024 Q1	$2.75M	Buy	42,242 +967	+2%	+$57.8K	1.14%	29
2023 Q4	$2.46M	Buy	+41,275	New	+$2.52M	1.2%	29
2023 Q1	–	Sell	-110,934	Closed	-$6.99M	–	35
2022 Q4	$6.99M	Buy	+110,934	New	+$7.55M	5.75%	6

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

IronBridge Private Wealth's OXY Position: Q1 2025 in Review

IronBridge Private Wealth sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 85,410 shares — an estimated $4.22M sold.

IronBridge Private Wealth first reported a position in OXY in Q4 2022 and held it in 6 quarters. The position peaked at $6.99M in Q4 2022. 1,201 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

IronBridge Private Wealth reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
IronBridge Private Wealth sold 85,410 Occidental Petroleum shares in Q1 2025, an estimated $4.22M.
IronBridge Private Wealth first reported a position in Occidental Petroleum in Q4 2022 and held it in 6 quarters.
IronBridge Private Wealth's Occidental Petroleum position peaked at $6.99M in Q4 2022.
1,201 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on IronBridge Private Wealth's 13F filing for Q1 2025, filed 15 May 2025.