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Penn Mutual Asset Management’s Occidental Petroleum OXY Stock Holding History

Penn Mutual Asset 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
Q4 		– Sell
-11,325
Closed -$535K – 52
2025
Q3 		$535K Hold
11,325
– – 1.04% 27
2025
Q2 		$476K Hold
11,325
– – 0.84% 30
2025
Q1 		$559K Hold
11,325
– – 1.07% 26
2024
Q4 		$560K Buy
+11,325
New +$572K 1.01% 27

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Penn Mutual Asset Management's OXY Position: Q4 2025 in Review

Penn Mutual Asset Management sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 11,325 shares — an estimated $535K sold.

Penn Mutual Asset Management first reported a position in OXY in Q4 2024 and held it in 4 quarters. The position peaked at $560K in Q4 2024. 1,119 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Penn Mutual Asset Management reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Penn Mutual Asset Management sold 11,325 Occidental Petroleum shares in Q4 2025, an estimated $535K.
  • Penn Mutual Asset Management first reported a position in Occidental Petroleum in Q4 2024 and held it in 4 quarters.
  • Penn Mutual Asset Management's Occidental Petroleum position peaked at $560K in Q4 2024.
  • 1,119 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Penn Mutual Asset Management's 13F filing for Q4 2025, filed 23 Jan 2026.