Kozak & Associates’s Occidental Petroleum OXY Stock Holding History

Kozak & Associates’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
2026 Q1	–	Sell	-75	Closed	-$3.21K	–	455
2025 Q4	$3.21K	Buy	+75	New	+$3.13K	﹤0.01%	340
2023 Q3	–	Sell	-54	Closed	-$3.19K	–	409
2023 Q2	$3.19K	Hold	54	–	–	﹤0.01%	288
2023 Q1	$3.35K	Hold	54	–	–	﹤0.01%	285
2022 Q4	$3K	Buy	54 +1	+2%	+$68	﹤0.01%	292
2022 Q3	$3K	Hold	53	–	–	﹤0.01%	286
2022 Q2	$3K	Hold	53	–	–	﹤0.01%	327
2022 Q1	$3K	Hold	53	–	–	﹤0.01%	341
2021 Q4	$3K	Hold	53	–	–	﹤0.01%	341
2021 Q3	$2K	Buy	+53	New	+$1.42K	﹤0.01%	308

Other funds holding OXY

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return