Midwest Professional Planners Ltd (MPPL)’s Occidental Petroleum OXY Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	-5,570	Closed	-$263K	–	152
2025 Q3	$263K	Sell	5,570 -99	-2%	-$4.47K	0.06%	144
2025 Q2	$238K	Buy	5,669 +37	+0.7%	+$1.55K	0.06%	145
2025 Q1	$278K	Sell	5,632 -252	-4%	-$12.3K	0.09%	142
2024 Q4	$291K	Sell	5,884 -4,758	-45%	-$240K	0.09%	144
2024 Q3	$548K	Buy	10,642 +920	+9%	+$52.5K	0.17%	119
2024 Q2	$613K	Buy	9,722 +707	+8%	+$45.3K	0.2%	101
2024 Q1	$586K	Buy	+9,015	New	+$538K	0.21%	98
2018 Q3	–	Sell	-690	Closed	-$58K	–	233
2018 Q2	$58K	Hold	690	–	–	0.05%	140
2018 Q1	$45K	Hold	690	–	–	0.04%	148
2017 Q4	$51K	Buy	+690	New	+$46.8K	0.05%	141

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

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

Midwest Professional Planners Ltd (MPPL)'s OXY Position: Q4 2025 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 5,570 shares — an estimated $263K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in OXY in Q4 2017 and held it in 10 quarters. The position peaked at $613K in Q2 2024. 1,123 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

Midwest Professional Planners Ltd (MPPL) reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 5,570 Occidental Petroleum shares in Q4 2025, an estimated $263K.
Midwest Professional Planners Ltd (MPPL) first reported a position in Occidental Petroleum in Q4 2017 and held it in 10 quarters.
Midwest Professional Planners Ltd (MPPL)'s Occidental Petroleum position peaked at $613K in Q2 2024.
1,123 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q4 2025, filed 6 Feb 2026.