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Osterweis Capital Management’s Occidental Petroleum OXY Stock Holding History

Osterweis 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
-25
Closed -$1.23K – 388
2025
Q1 		$1.23K Buy
+25
New +$1.22K ﹤0.01% 215
2023
Q1 		– Sell
-647
Closed -$40.8K – 225
2022
Q4 		$40.8K Hold
647
– – ﹤0.01% 182
2022
Q3 		$40K Buy
+647
New +$41.4K ﹤0.01% 168
2018
Q4 		– Sell
-2,632
Closed -$216K – 113
2018
Q3 		$216K Buy
+2,632
New +$213K 0.01% 107
2015
Q4 		– Sell
-998,523
Closed -$65.9M – 59
2015
Q3 		$65.9M Sell
998,523
-2,139
-0.2% -$149K 2.99% 15
2015
Q2 		$77.7M Sell
1,000,662
-54,187
-5% -$4.23M 2.71% 18
2015
Q1 		$76.9M Buy
1,054,849
+18,406
+2% +$1.42M 2.46% 22
2014
Q4 		$83.4M Sell
1,036,443
-69,011
-6% -$5.73M 2.73% 19
2014
Q3 		$102M Sell
1,105,454
-5,086
-0.5% -$488K 3.13% 11
2014
Q2 		$109M Buy
1,110,540
+75,809
+7% +$7.12M 3.12% 9
2014
Q1 		$94.5M Buy
1,034,731
+74,619
+8% +$6.67M 2.89% 13
2013
Q4 		$87.5M Buy
960,112
+16,452
+2% +$1.5M 2.71% 15
2013
Q3 		$86.9M Buy
943,660
+17,931
+2% +$1.54M 2.8% 12
2013
Q2 		$79.1M Buy
+925,729
New +$78.2M 2.96% 13

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

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

Osterweis Capital Management sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 25 shares — an estimated $1.23K sold.

Osterweis Capital Management first reported a position in OXY in Q2 2013 and held it in 14 quarters. The position peaked at $109M in Q2 2014. 1,134 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Osterweis Capital Management reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 25 Occidental Petroleum shares in Q2 2025, an estimated $1.23K.
  • Osterweis Capital Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 14 quarters.
  • Osterweis Capital Management's Occidental Petroleum position peaked at $109M in Q2 2014.
  • 1,134 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.