Kovitz Investment Group Partners
OXY icon

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
2024
Q2 		– Sell
-1,732
Closed -$317K – 828
2024
Q1 		$317K Buy
+1,732
New +$103K ﹤0.01% 576
2021
Q3 		– Sell
-385
Closed -$246K – 444
2021
Q2 		$246K Buy
385
+9
+2% +$241 ﹤0.01% 396
2021
Q1 		$201K Buy
376
+19
+5% +$475 ﹤0.01% 407
2020
Q4 		$78K Buy
+357
New +$4.9K ﹤0.01% 409
2020
Q3 		– Sell
-340
Closed -$118K – 417
2020
Q2 		$118K Buy
+340
New +$5.36K ﹤0.01% 376

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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. 1,118 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.
  • 1,118 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.