Muhlenkamp & Co’s Occidental Petroleum OXY Stock Holding History

Muhlenkamp & Co’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 Q1	–	Sell	-237,967	Closed	-$11.8M	–	29
2024 Q4	$11.8M	Buy	237,967 +665	+0.3%	+$33.6K	3.57%	15
2024 Q3	$12.2M	Buy	237,302 +6	+0%	+$342	3.75%	16
2024 Q2	$15M	Sell	237,296 -87	-0%	-$5.58K	4.67%	6
2024 Q1	$15.4M	Buy	237,383 +2,264	+1%	+$135K	4.48%	8
2023 Q4	$14M	Buy	235,119 +1,707	+0.7%	+$104K	4.59%	6
2023 Q3	$15.1M	Buy	233,412 +540	+0.2%	+$34K	5.23%	4
2023 Q2	$13.7M	Buy	+232,872	New	+$14M	4.85%	7
2022 Q4	$14.7M	Sell	232,926 -237	-0.1%	-$16.1K	6.22%	3
2022 Q3	$14.3M	Buy	233,163 +1,201	+0.5%	+$76.9K	6.4%	2
2022 Q2	$13.7M	Sell	231,962 -645	-0.3%	-$39.6K	6.4%	2
2022 Q1	$13.2M	Buy	+232,607	New	+$10.3M	4.6%	4

Other funds holding OXY

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Muhlenkamp & Co's OXY Position: Q1 2025 in Review

Muhlenkamp & Co sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 237,967 shares — an estimated $11.8M sold.

Muhlenkamp & Co first reported a position in OXY in Q1 2022 and held it in 11 quarters. The position peaked at $15.4M in Q1 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

Muhlenkamp & Co reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
Muhlenkamp & Co sold 237,967 Occidental Petroleum shares in Q1 2025, an estimated $11.8M.
Muhlenkamp & Co first reported a position in Occidental Petroleum in Q1 2022 and held it in 11 quarters.
Muhlenkamp & Co's Occidental Petroleum position peaked at $15.4M in Q1 2024.
1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Muhlenkamp & Co's 13F filing for Q1 2025, filed 13 May 2025.