LM Advisors’s Occidental Petroleum OXY Stock Holding History

LM 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 Q2	–	Sell	-13,010	Closed	-$642K	–	220
2025 Q1	$642K	Buy	+13,010	New	+$635K	0.12%	136
2024 Q2	–	Sell	-4,775	Closed	-$310K	–	210
2024 Q1	$310K	Sell	4,775 -166	-3%	-$9.91K	0.05%	175
2023 Q4	$295K	Buy	+4,941	New	+$302K	0.06%	154

Other funds holding OXY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LM Advisors's OXY Position: Q2 2025 in Review

LM Advisors sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 13,010 shares — an estimated $642K sold.

LM Advisors first reported a position in OXY in Q4 2023 and held it in 3 quarters. The position peaked at $642K in Q1 2025. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

LM Advisors reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
LM Advisors sold 13,010 Occidental Petroleum shares in Q2 2025, an estimated $642K.
LM Advisors first reported a position in Occidental Petroleum in Q4 2023 and held it in 3 quarters.
LM Advisors's Occidental Petroleum position peaked at $642K in Q1 2025.
1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.