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Johnson Financial Group Inc (Wisconsin)’s Occidental Petroleum OXY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-179
Closed -$8.5K – 1053
2025
Q3 		$8.5K Buy
179
+17
+10% +$768 ﹤0.01% 795
2025
Q2 		$6.84K Hold
162
– – ﹤0.01% 632
2025
Q1 		$8.04K Hold
162
– – ﹤0.01% 779
2024
Q4 		$7.56K Sell
162
-230
-59% -$11.6K ﹤0.01% 672
2024
Q3 		$20.3K Hold
392
– – ﹤0.01% 601
2024
Q2 		$25.1K Buy
392
+214
+120% +$13.7K ﹤0.01% 501
2024
Q1 		$11.6K Hold
178
– – ﹤0.01% 548
2023
Q4 		$10.7K Buy
+178
New +$10.9K ﹤0.01% 651
2023
Q2 		– Sell
-125
Closed -$7.8K – 686
2023
Q1 		$7.8K Hold
125
– – ﹤0.01% 531
2022
Q4 		$7.87K Sell
125
-25
-17% -$1.7K ﹤0.01% 512
2022
Q3 		$11K Hold
150
– – ﹤0.01% 487
2022
Q2 		$9K Sell
150
-50
-25% -$3.07K ﹤0.01% 539
2022
Q1 		$11K Hold
200
– – ﹤0.01% 575
2021
Q4 		$6K Hold
200
– – ﹤0.01% 633
2021
Q3 		$6K Hold
200
– – ﹤0.01% 566
2021
Q2 		$6K Hold
200
– – ﹤0.01% 589
2021
Q1 		$5K Hold
200
– – ﹤0.01% 577
2020
Q4 		$3K Sell
200
-66
-25% -$905 ﹤0.01% 477
2020
Q3 		$3K Hold
266
– – ﹤0.01% 419
2020
Q2 		$5K Sell
266
-1
-0.4% -$16 ﹤0.01% 403
2020
Q1 		$3K Buy
267
+1
+0.4% +$33 ﹤0.01% 433
2019
Q4 		$11K Hold
266
– – ﹤0.01% 402
2019
Q3 		$12K Buy
266
+66
+33% +$3.12K ﹤0.01% 438
2019
Q2 		$10K Sell
200
-237
-54% -$13.3K ﹤0.01% 460
2019
Q1 		$29K Buy
437
+237
+119% +$15.6K ﹤0.01% 358
2018
Q4 		$12K Sell
200
-55
-22% -$3.87K ﹤0.01% 420
2018
Q3 		$21K Buy
255
+17
+7% +$1.37K ﹤0.01% 395
2018
Q2 		$20K Sell
238
-220
-48% -$17.6K ﹤0.01% 405
2018
Q1 		$30K Hold
458
– – ﹤0.01% 380
2017
Q4 		$34K Hold
458
– – ﹤0.01% 393
2017
Q3 		$29K Sell
458
-50
-10% -$3.04K ﹤0.01% 382
2017
Q2 		$30K Sell
508
-1,169
-70% -$71.6K ﹤0.01% 399
2017
Q1 		$106K Sell
1,677
-22
-1% -$1.46K 0.01% 322
2016
Q4 		$121K Sell
1,699
-103
-6% -$7.32K 0.02% 320
2016
Q3 		$132K Sell
1,802
-123
-6% -$9.21K 0.02% 305
2016
Q2 		$146K Buy
1,925
+756
+65% +$56.5K 0.02% 316
2016
Q1 		$80K Buy
1,169
+10
+0.9% +$670 0.02% 331
2015
Q4 		$78K Buy
1,159
+279
+32% +$20.1K 0.02% 337
2015
Q3 		$58K Sell
880
-5,275
-86% -$368K 0.01% 445
2015
Q2 		$478K Sell
6,155
-1,589
-21% -$124K 0.1% 179
2015
Q1 		$564K Sell
7,744
-11,843
-60% -$916K 0.12% 155
2014
Q4 		$1.58M Sell
19,587
-8,138
-29% -$675K 0.37% 68
2014
Q3 		$2.55M Sell
27,725
-81
-0.3% -$7.77K 0.67% 32
2014
Q2 		$2.73M Buy
27,806
+535
+2% +$50.3K 0.72% 27
2014
Q1 		$2.49M Buy
27,271
+3,781
+16% +$338K 0.73% 30
2013
Q4 		$2.14M Buy
23,490
+246
+1% +$22.5K 0.62% 37
2013
Q3 		$2.08M Buy
23,244
+1,035
+5% +$89K 0.63% 35
2013
Q2 		$1.9M Buy
+22,209
New +$1.88M 0.53% 41

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State Street
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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
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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

Johnson Financial Group Inc (Wisconsin)'s OXY Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 179 shares — an estimated $8.5K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in OXY in Q2 2013 and held it in 48 quarters. The position peaked at $2.73M in Q2 2014. 1,123 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 179 Occidental Petroleum shares in Q4 2025, an estimated $8.5K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Occidental Petroleum in Q2 2013 and held it in 48 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Occidental Petroleum position peaked at $2.73M in Q2 2014.
  • 1,123 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.