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Mitchell Capital Management’s Occidental Petroleum OXY Stock Holding History

Mitchell Capital Management’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
-49,911
Closed -$2.36M – 132
2025
Q3 		$2.36M Buy
49,911
+1,737
+4% +$78.5K 0.4% 69
2025
Q2 		$2.1M Sell
48,174
-6,496
-12% -$272K 0.39% 73
2025
Q1 		$2.7M Sell
54,670
-28,562
-34% -$1.39M 0.51% 64
2024
Q4 		$4.11M Sell
83,232
-23,331
-22% -$1.18M 0.72% 45
2024
Q3 		$5.49M Sell
106,563
-13,399
-11% -$765K 0.96% 38
2024
Q2 		$7.56M Buy
119,962
+16,051
+15% +$1.03M 1.33% 19
2024
Q1 		$6.75M Buy
103,911
+2,363
+2% +$141K 1.3% 21
2023
Q4 		$6.06M Sell
101,548
-21,739
-18% -$1.33M 1.28% 20
2023
Q3 		$8M Buy
123,287
+61,705
+100% +$3.88M 1.9% 7
2023
Q2 		$3.62M Buy
61,582
+393
+0.6% +$23.6K 0.83% 49
2023
Q1 		$3.82M Buy
61,189
+1,743
+3% +$108K 0.95% 35
2022
Q4 		$3.74M Buy
59,446
+18,732
+46% +$1.28M 1.04% 27
2022
Q3 		$2.5M Sell
40,714
-19,235
-32% -$1.23M 0.71% 52
2022
Q2 		$3.53M Buy
59,949
+1,931
+3% +$119K 0.99% 29
2022
Q1 		$3.29M Sell
58,018
-11,522
-17% -$510K 0.74% 43
2021
Q4 		$2.02M Buy
+69,540
New +$2.18M 0.41% 80

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 $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 $3.37T AUM 44.26% 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 $20B AUM 9.66% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mitchell Capital Management's OXY Position: Q4 2025 in Review

Mitchell Capital Management sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 49,911 shares — an estimated $2.36M sold.

Mitchell Capital Management first reported a position in OXY in Q4 2021 and held it in 16 quarters. The position peaked at $8M in Q3 2023. 1,119 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Mitchell Capital Management reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Mitchell Capital Management sold 49,911 Occidental Petroleum shares in Q4 2025, an estimated $2.36M.
  • Mitchell Capital Management first reported a position in Occidental Petroleum in Q4 2021 and held it in 16 quarters.
  • Mitchell Capital Management's Occidental Petroleum position peaked at $8M in Q3 2023.
  • 1,119 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Mitchell Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.