Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Occidental Petroleum OXY Stock Holding History

Kovitz Investment Group Partners’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
-119,865
Closed -$5.67M – 1057
2025
Q3 		$5.67M Sell
119,865
-4,635
-4% -$209K 0.02% 442
2025
Q2 		$5.23M Buy
124,500
+44,199
+55% +$1.85M 0.02% 445
2025
Q1 		$3.96M Sell
80,301
-27,787
-26% -$1.36M 0.02% 444
2024
Q4 		$5.34M Sell
108,088
-2,617
-2% -$132K 0.03% 385
2024
Q3 		$5.3M Buy
110,705
+77,669
+235% +$4.43M 0.04% 335
2024
Q2 		$2.08M Sell
33,036
-1,228
-4% -$78.8K 0.02% 430
2024
Q1 		$2.23M Sell
34,264
-6,483
-16% -$387K 0.03% 288
2023
Q4 		$2.43M Buy
40,747
+320
+0.8% +$19.5K 0.04% 223
2023
Q3 		$2.62M Sell
40,427
-8,439
-17% -$531K 0.05% 213
2023
Q2 		$2.87M Sell
48,866
-3,745
-7% -$225K 0.04% 211
2023
Q1 		$3.29M Sell
52,611
-1,916
-4% -$119K 0.06% 199
2022
Q4 		$3.44M Sell
54,527
-3,341
-6% -$228K 0.07% 191
2022
Q3 		$3.56M Buy
57,868
+14,467
+33% +$926K 0.08% 180
2022
Q2 		$2.56M Buy
+43,401
New +$2.67M 0.06% 210

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $191B AUM 17.5% 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 $1.88T 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
Dimensional Fund Advisors
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

Kovitz Investment Group Partners's OXY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 119,865 shares — an estimated $5.67M sold.

Kovitz Investment Group Partners first reported a position in OXY in Q2 2022 and held it in 14 quarters. The position peaked at $5.67M in Q3 2025. 1,121 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 119,865 Occidental Petroleum shares in Q4 2025, an estimated $5.67M.
  • Kovitz Investment Group Partners first reported a position in Occidental Petroleum in Q2 2022 and held it in 14 quarters.
  • Kovitz Investment Group Partners's Occidental Petroleum position peaked at $5.67M in Q3 2025.
  • 1,121 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.