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Jag Capital Management’s Occidental Petroleum OXY Stock Holding History

Jag Capital Management’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
-2,000
Closed -$94.5K – 155
2025
Q3 		$94.5K Buy
+2,000
New +$90.4K 0.01% 138
2025
Q2 		– Sell
-2,000
Closed -$98.7K – 151
2025
Q1 		$98.7K Buy
+2,000
New +$97.6K 0.01% 131

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $182B AUM 14.68% 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 $1.61T 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

Jag Capital Management's OXY Position: Q4 2025 in Review

Jag Capital Management sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 2,673 shares — an estimated $126K sold.

Jag Capital Management first reported a position in OXY in Q1 2025 and held it in 2 quarters. The position peaked at $126K in Q3 2025. 1,119 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Jag Capital Management reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Jag Capital Management sold 2,673 Occidental Petroleum shares in Q4 2025, an estimated $126K.
  • Jag Capital Management first reported a position in Occidental Petroleum in Q1 2025 and held it in 2 quarters.
  • Jag Capital Management's Occidental Petroleum position peaked at $126K in Q3 2025.
  • 1,119 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Jag Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.