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Orion Portfolio Solutions’s Occidental Petroleum OXY Stock Holding History

Orion Portfolio Solutions’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 		$2.09M Buy
42,389
+14,031
+49% +$685K 0.02% 682
2024
Q4 		$1.4M Sell
28,358
-14,378
-34% -$726K 0.01% 878
2024
Q3 		$2.2M Buy
42,736
+3,675
+9% +$210K 0.02% 643
2024
Q2 		$2.46M Sell
39,061
-11,345
-23% -$728K 0.03% 554
2024
Q1 		$3.28M Sell
50,406
-6,647
-12% -$397K 0.04% 443
2023
Q4 		$3.32M Sell
57,053
-7,687
-12% -$469K 0.04% 414
2023
Q3 		$4.2M Sell
64,740
-9,091
-12% -$572K 0.05% 342
2023
Q2 		$4.34M Sell
73,831
-11,063
-13% -$664K 0.05% 359
2023
Q1 		$5.3M Buy
84,894
+67,947
+401% +$4.22M 0.07% 267
2022
Q4 		$1.07M Buy
16,947
+3,177
+23% +$216K 0.04% 292
2022
Q3 		$846K Buy
13,770
+1,530
+13% +$97.9K 0.03% 299
2022
Q2 		$721K Buy
12,240
+5,610
+85% +$345K 0.03% 315
2022
Q1 		$376K Buy
+6,630
New +$293K 0.01% 503
2020
Q3 		– Sell
-7,284
Closed -$133K – 1550
2020
Q2 		$133K Buy
7,284
+711
+11% +$11.2K 0.01% 485
2020
Q1 		$76K Sell
6,573
-6,280
-49% -$206K 0.01% 502
2019
Q4 		$530K Buy
+12,853
New +$515K 0.04% 198

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Orion Portfolio Solutions's OXY Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Occidental Petroleum (OXY) stake by 49% in Q1 2025, buying an estimated $685K and bringing the position to 42,389 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #682.

Orion Portfolio Solutions first reported a position in OXY in Q4 2019 and has held it in 16 quarters since. The position peaked at $5.3M in Q1 2023. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Orion Portfolio Solutions held 42,389 shares of Occidental Petroleum worth $2.09M as of Q1 2025.
  • Orion Portfolio Solutions bought 14,031 Occidental Petroleum shares in Q1 2025, an estimated $685K.
  • Occidental Petroleum made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #682 holding.
  • Orion Portfolio Solutions first reported a position in Occidental Petroleum in Q4 2019 and has held it in 16 quarters since.
  • Orion Portfolio Solutions's Occidental Petroleum position peaked at $5.3M in Q1 2023.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.