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Joule Financial’s Occidental Petroleum OXY Stock Holding History

Joule Financial’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
Q2 		– Sell
-10,244
Closed -$506K – 116
2025
Q1 		$506K Buy
10,244
+649
+7% +$31.7K 0.18% 61
2024
Q4 		$474K Buy
9,595
+1,422
+17% +$71.8K 0.17% 59
2024
Q3 		$421K Buy
8,173
+310
+4% +$17.7K 0.15% 73
2024
Q2 		$497K Buy
7,863
+191
+2% +$12.2K 0.2% 59
2024
Q1 		$499K Buy
+7,672
New +$458K 0.21% 53
2023
Q4 		– Sell
-10,684
Closed -$693K – 119
2023
Q3 		$693K Buy
+10,684
New +$672K 0.35% 41

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 $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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Joule Financial's OXY Position: Q2 2025 in Review

Joule Financial sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 10,244 shares — an estimated $506K sold.

Joule Financial first reported a position in OXY in Q3 2023 and held it in 6 quarters. The position peaked at $693K in Q3 2023. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Joule Financial reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Joule Financial sold 10,244 Occidental Petroleum shares in Q2 2025, an estimated $506K.
  • Joule Financial first reported a position in Occidental Petroleum in Q3 2023 and held it in 6 quarters.
  • Joule Financial's Occidental Petroleum position peaked at $693K in Q3 2023.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Joule Financial's 13F filing for Q2 2025, filed 22 Jul 2025.