Oak Grove Capital’s Occidental Petroleum OXY Stock Holding History

Oak Grove Capital’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	-5,600	Closed	-$277K	–	79
2024 Q4	$277K	Sell	5,600 -500	-8%	-$25.3K	0.04%	65
2024 Q3	$314K	Sell	6,100 -100	-2%	-$5.71K	0.05%	55
2024 Q2	$391K	Hold	6,200	–	–	0.07%	50
2024 Q1	$403K	Sell	6,200 -5,000	-45%	-$299K	0.08%	42
2023 Q4	$669K	Sell	11,200 -400	-3%	-$24.4K	0.18%	39
2023 Q3	$753K	Hold	11,600	–	–	0.26%	35
2023 Q2	$682K	Sell	11,600 -500	-4%	-$30K	0.23%	36
2023 Q1	$755K	Buy	12,100 +2,500	+26%	+$155K	0.31%	30
2022 Q4	$605K	Sell	9,600 -34,500	-78%	-$2.35M	0.3%	37
2022 Q3	$2.71M	Sell	44,100 -31,050	-41%	-$1.99M	0.91%	24
2022 Q2	$4.42M	Buy	+75,150	New	+$4.62M	1.44%	20

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

Oak Grove Capital's OXY Position: Q1 2025 in Review

Oak Grove Capital sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 5,600 shares — an estimated $277K sold.

Oak Grove Capital first reported a position in OXY in Q2 2022 and held it in 11 quarters. The position peaked at $4.42M in Q2 2022. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

Oak Grove Capital reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
Oak Grove Capital sold 5,600 Occidental Petroleum shares in Q1 2025, an estimated $277K.
Oak Grove Capital first reported a position in Occidental Petroleum in Q2 2022 and held it in 11 quarters.
Oak Grove Capital's Occidental Petroleum position peaked at $4.42M in Q2 2022.
1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Oak Grove Capital's 13F filing for Q1 2025, filed 13 May 2025.