Lake Street Private Wealth’s Occidental Petroleum OXY Stock Holding History

Lake Street Private Wealth’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	-2,779	Closed	-$131K	–	283
2025 Q3	$131K	Buy	+2,779	New	+$126K	0.02%	270
2025 Q2	–	Sell	-4,376	Closed	-$216K	–	271
2025 Q1	$216K	Sell	4,376 -2,199	-33%	-$107K	0.04%	228
2024 Q4	$325K	Buy	6,575 +1	+0%	+$51	0.05%	189
2024 Q3	$339K	Sell	6,574 -1,870	-22%	-$107K	0.05%	201
2024 Q2	$532K	Buy	8,444 +150	+2%	+$9.62K	0.07%	217
2024 Q1	$539K	Buy	8,294 +22	+0.3%	+$1.31K	0.07%	217
2023 Q4	$494K	Buy	+8,272	New	+$505K	0.08%	216
2023 Q3	–	Sell	-5,798	Closed	-$341K	–	299
2023 Q2	$341K	Buy	5,798 +617	+12%	+$37K	0.06%	216
2023 Q1	$323K	Buy	+5,181	New	+$322K	0.06%	221

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lake Street Private Wealth's OXY Position: Q4 2025 in Review

Lake Street Private Wealth sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 2,779 shares — an estimated $131K sold.

Lake Street Private Wealth first reported a position in OXY in Q1 2023 and held it in 9 quarters. The position peaked at $539K in Q1 2024. 1,123 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

Lake Street Private Wealth reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
Lake Street Private Wealth sold 2,779 Occidental Petroleum shares in Q4 2025, an estimated $131K.
Lake Street Private Wealth first reported a position in Occidental Petroleum in Q1 2023 and held it in 9 quarters.
Lake Street Private Wealth's Occidental Petroleum position peaked at $539K in Q1 2024.
1,123 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Lake Street Private Wealth's 13F filing for Q4 2025, filed 7 Jan 2026.