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Orion Capital Management’s Occidental Petroleum OXY Stock Holding History

Orion 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
Q2 		– Sell
-420
Closed -$20.7K – 489
2025
Q1 		$20.7K Hold
420
– – 0.01% 310
2024
Q4 		$20.8K Buy
+420
New +$21.2K 0.01% 316
2024
Q3 		– Sell
-420
Closed -$26.5K – 341
2024
Q2 		$26.5K Hold
420
– – 0.01% 288
2024
Q1 		$27.3K Hold
420
– – 0.01% 306
2023
Q4 		$25.1K Buy
420
+5
+1% +$305 0.01% 313
2023
Q3 		$26.9K Buy
+415
New +$26.1K 0.02% 293
2023
Q2 		– Sell
-415
Closed -$25.9K – 345
2023
Q1 		$25.9K Hold
415
– – 0.02% 289
2022
Q4 		$26.1K Buy
+415
New +$28.3K 0.02% 246

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

Orion Capital Management's OXY Position: Q2 2025 in Review

Orion Capital Management sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 420 shares — an estimated $20.7K sold.

Orion Capital Management first reported a position in OXY in Q4 2022 and held it in 8 quarters. The position peaked at $27.3K in Q1 2024. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Orion Capital Management reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Orion Capital Management sold 420 Occidental Petroleum shares in Q2 2025, an estimated $20.7K.
  • Orion Capital Management first reported a position in Occidental Petroleum in Q4 2022 and held it in 8 quarters.
  • Orion Capital Management's Occidental Petroleum position peaked at $27.3K in Q1 2024.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Orion Capital Management's 13F filing for Q2 2025, filed 31 Jul 2025.