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Quotient Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Quotient Wealth Partners’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
-4,681
Closed -$221K – 380
2025
Q3 		$221K Buy
+4,681
New +$212K 0.01% 332
2024
Q3 		– Sell
-4,305
Closed -$271K – 324
2024
Q2 		$271K Sell
4,305
-512
-11% -$32.8K 0.01% 257
2024
Q1 		$313K Buy
4,817
+1,203
+33% +$71.9K 0.01% 224
2023
Q4 		$216K Buy
+3,614
New +$221K 0.01% 264

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

Quotient Wealth Partners's OXY Position: Q4 2025 in Review

Quotient Wealth Partners sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 4,681 shares — an estimated $221K sold.

Quotient Wealth Partners first reported a position in OXY in Q4 2023 and held it in 4 quarters. The position peaked at $313K in Q1 2024. 1,116 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Quotient Wealth Partners reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 4,681 Occidental Petroleum shares in Q4 2025, an estimated $221K.
  • Quotient Wealth Partners first reported a position in Occidental Petroleum in Q4 2023 and held it in 4 quarters.
  • Quotient Wealth Partners's Occidental Petroleum position peaked at $313K in Q1 2024.
  • 1,116 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Quotient Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.