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Migdal Insurance & Financial Holdings’s Occidental Petroleum OXY Stock Holding History

Migdal Insurance & Financial Holdings’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
-160
Closed -$8K – 404
2025
Q1 		$8K Buy
+160
New +$7.81K ﹤0.01% 370
2023
Q1 		– Sell
-301
Closed -$19K – 553
2022
Q4 		$19K Buy
+301
New +$20.5K ﹤0.01% 409
2020
Q1 		– Sell
-5,806
Closed -$239K – 743
2019
Q4 		$239K Buy
5,806
+376
+7% +$15.1K ﹤0.01% 386
2019
Q3 		$241K Buy
5,430
+3,158
+139% +$149K 0.01% 438
2019
Q2 		$114K Sell
2,272
-571
-20% -$32.1K ﹤0.01% 554
2019
Q1 		$188K Buy
2,843
+1,281
+82% +$84.4K ﹤0.01% 412
2018
Q4 		$96K Buy
1,562
+235
+18% +$16.5K ﹤0.01% 490
2018
Q3 		$109K Buy
1,327
+837
+171% +$67.6K ﹤0.01% 580
2018
Q2 		$41K Sell
490
-33
-6% -$2.64K ﹤0.01% 669
2018
Q1 		$34K Sell
523
-156
-23% -$10.9K ﹤0.01% 465
2017
Q4 		$50K Buy
679
+194
+40% +$13.2K ﹤0.01% 413
2017
Q3 		$31K Buy
485
+197
+68% +$12K ﹤0.01% 476
2017
Q2 		$17K Buy
288
+5
+2% +$306 ﹤0.01% 428
2017
Q1 		$18K Buy
+283
New +$18.8K ﹤0.01% 425

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Migdal Insurance & Financial Holdings's OXY Position: Q2 2025 in Review

Migdal Insurance & Financial Holdings sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 160 shares — an estimated $8K sold.

Migdal Insurance & Financial Holdings first reported a position in OXY in Q1 2017 and held it in 14 quarters. The position peaked at $241K in Q3 2019. 1,134 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Migdal Insurance & Financial Holdings reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 160 Occidental Petroleum shares in Q2 2025, an estimated $8K.
  • Migdal Insurance & Financial Holdings first reported a position in Occidental Petroleum in Q1 2017 and held it in 14 quarters.
  • Migdal Insurance & Financial Holdings's Occidental Petroleum position peaked at $241K in Q3 2019.
  • 1,134 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.