IPW
OXY icon

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
2024
Q1 		– Hold
0
– -$59.7K – 46
2023
Q4 		– Hold
0
– – – 44

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Pacer Advisors
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.