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MeadowBrook Investment Advisors’s Occidental Petroleum OXY Stock Holding History

MeadowBrook Investment 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 		– Sell
-1,000
Closed -$36.6K – 215
2025
Q2 		$36.6K Buy
1,000
+788
+372% +$32.9K 0.03% 202
2025
Q1 		$10.5K Hold
212
– – 0.01% 248
2024
Q4 		$10.5K Hold
212
– – 0.01% 249
2024
Q3 		$10.9K Buy
212
+200
+1,667% +$11.4K 0.01% 242
2024
Q2 		$756 Hold
12
– – ﹤0.01% 320
2024
Q1 		$780 Hold
12
– – ﹤0.01% 325
2023
Q4 		$717 Buy
+12
New +$732 ﹤0.01% 336

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

MeadowBrook Investment Advisors's OXY Position: Q3 2025 in Review

MeadowBrook Investment Advisors sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 1,000 shares — an estimated $36.6K sold.

MeadowBrook Investment Advisors first reported a position in OXY in Q4 2023 and held it in 7 quarters. The position peaked at $36.6K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • MeadowBrook Investment Advisors reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 1,000 Occidental Petroleum shares in Q3 2025, an estimated $36.6K.
  • MeadowBrook Investment Advisors first reported a position in Occidental Petroleum in Q4 2023 and held it in 7 quarters.
  • MeadowBrook Investment Advisors's Occidental Petroleum position peaked at $36.6K in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.