NorthRock Partners’s Occidental Petroleum OXY Stock Holding History

NorthRock Partners’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	-11,280	Closed	-$533K	–	840
2025 Q3	$533K	Buy	11,280 +3,827	+51%	+$173K	0.01%	514
2025 Q2	$315K	Buy	7,453 +2,850	+62%	+$119K	0.01%	520
2025 Q1	$228K	Sell	4,603 -658	-13%	-$32.1K	0.01%	536
2024 Q4	$261K	Sell	5,261 -1,072	-17%	-$54.1K	0.01%	509
2024 Q3	$328K	Sell	6,333 -1,730	-21%	-$98.7K	0.01%	467
2024 Q2	$510K	Sell	8,063 -912	-10%	-$58.5K	0.02%	338
2024 Q1	$585K	Sell	8,975 -176	-2%	-$10.5K	0.02%	316
2023 Q4	$548K	Buy	+9,151	New	+$558K	0.02%	300
2020 Q1	–	Sell	-8,493	Closed	-$350K	–	261
2019 Q4	$350K	Buy	8,493 +660	+8%	+$26.4K	0.04%	188
2019 Q3	$351K	Buy	+7,833	New	+$370K	0.05%	149

Other funds holding OXY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NorthRock Partners's OXY Position: Q4 2025 in Review

NorthRock Partners sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 11,280 shares — an estimated $533K sold.

NorthRock Partners first reported a position in OXY in Q3 2019 and held it in 10 quarters. The position peaked at $585K in Q1 2024. 1,116 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

NorthRock Partners reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 11,280 Occidental Petroleum shares in Q4 2025, an estimated $533K.
NorthRock Partners first reported a position in Occidental Petroleum in Q3 2019 and held it in 10 quarters.
NorthRock Partners's Occidental Petroleum position peaked at $585K in Q1 2024.
1,116 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.