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Prospera Capital Management’s Occidental Petroleum OXY Stock Holding History

Prospera 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
Q4 		– Sell
-9,773
Closed -$462K – 47
2025
Q3 		$462K Sell
9,773
-676
-6% -$30.5K 0.22% 29
2025
Q2 		$441K Hold
10,449
– – 0.24% 28
2025
Q1 		$518K Hold
10,449
– – 0.33% 24
2024
Q4 		$516K Buy
+10,449
New +$528K 0.38% 15

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prospera Capital Management's OXY Position: Q4 2025 in Review

Prospera Capital Management sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 9,773 shares — an estimated $462K sold.

Prospera Capital Management first reported a position in OXY in Q4 2024 and held it in 4 quarters. The position peaked at $518K in Q1 2025. 1,117 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Prospera Capital Management reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Prospera Capital Management sold 9,773 Occidental Petroleum shares in Q4 2025, an estimated $462K.
  • Prospera Capital Management first reported a position in Occidental Petroleum in Q4 2024 and held it in 4 quarters.
  • Prospera Capital Management's Occidental Petroleum position peaked at $518K in Q1 2025.
  • 1,117 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Prospera Capital Management's 13F filing for Q4 2025, filed 20 Jan 2026.