Lion Street Advisors’s Occidental Petroleum OXY Stock Holding History

Lion Street Advisors’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 Q3	$217K	Buy	+6,471	New	+$292K	0.08%	208
2024 Q3	–	Sell	-5,153	Closed	-$325K	–	272
2024 Q2	$325K	Sell	5,153 -551	-10%	-$35.3K	0.12%	185
2024 Q1	$341K	Hold	5,704	–	–	0.14%	159
2023 Q4	$341K	Sell	5,704 -2	-0%	-$122	0.14%	159
2023 Q3	$370K	Sell	5,706 -765	-12%	-$48.1K	0.12%	150
2023 Q2	$217K	Buy	6,471 +852	+15%	+$51.1K	0.07%	225
2023 Q1	$351K	Buy	+5,619	New	+$349K	0.11%	155
2022 Q4	–	Sell	-5,619	Closed	-$344K	–	164
2022 Q3	$344K	Buy	+5,619	New	+$360K	0.17%	80
2022 Q2	–	Sell	-4,965	Closed	-$282K	–	164
2022 Q1	$282K	Buy	+4,965	New	+$220K	0.14%	107
2021 Q3	–	Sell	-400	Closed	-$12.5K	–	171
2021 Q2	$12.5K	Buy	+400	New	+$10.7K	0.45%	43
2020 Q2	–	Sell	-113	Closed	-$1K	–	293
2020 Q1	$1K	Buy	+113	New	+$3.71K	0.01%	401

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 $3.37T AUM 44.26% 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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Lion Street Advisors's OXY Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Occidental Petroleum (OXY) in Q3 2025: 6,471 shares worth $217K. The stake represents 0.08% of the portfolio and ranks #208 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in OXY as recently as Q2 2024.

Lion Street Advisors first reported a position in OXY in Q1 2020 and has held it in 11 quarters since. The position peaked at $370K in Q3 2023. 1,153 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

Lion Street Advisors held 6,471 shares of Occidental Petroleum worth $217K as of Q3 2025.
Occidental Petroleum was a new Lion Street Advisors position in Q3 2025.
Occidental Petroleum made up 0.08% of Lion Street Advisors's portfolio in Q3 2025, its #208 holding.
Lion Street Advisors first reported a position in Occidental Petroleum in Q1 2020 and has held it in 11 quarters since.
Lion Street Advisors's Occidental Petroleum position peaked at $370K in Q3 2023.
1,153 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.