Richard Bernstein Advisors’s Occidental Petroleum OXY Stock Holding History

Richard Bernstein Advisors’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	–	Sell	-43,908	Closed	-$2.17M	–	232
2024 Q4	$2.17M	Hold	43,908	–	–	0.05%	194
2024 Q3	$2.26M	Hold	43,908	–	–	0.05%	195
2024 Q2	$2.77M	Hold	43,908	–	–	0.06%	168
2024 Q1	$2.85M	Hold	43,908	–	–	0.06%	174
2023 Q4	$2.62M	Buy	43,908 +31	+0.1%	+$1.89K	0.06%	163
2023 Q3	$2.85M	Buy	+43,877	New	+$2.76M	0.06%	114
2020 Q4	–	Sell	-71,150	Closed	-$712K	–	284
2020 Q3	$712K	Hold	71,150	–	–	0.02%	213
2020 Q2	$1.3M	Buy	+71,150	New	+$1.12M	0.04%	188
2019 Q1	–	Sell	-79,999	Closed	-$4.91M	–	335
2018 Q4	$4.91M	Hold	79,999	–	–	0.18%	94
2018 Q3	$6.57M	Hold	79,999	–	–	0.19%	86
2018 Q2	$6.69M	Buy	79,999 +2,641	+3%	+$211K	0.21%	71
2018 Q1	$5.03M	Buy	77,358 +71,685	+1,264%	+$5.01M	0.18%	107
2017 Q4	$418K	Buy	+5,673	New	+$385K	0.02%	227
2017 Q2	–	Sell	-60,643	Closed	-$3.84M	–	209
2017 Q1	$3.84M	Hold	60,643	–	–	0.3%	110
2016 Q4	$4.32M	Hold	60,643	–	–	0.36%	101
2016 Q3	$4.42M	Hold	60,643	–	–	0.42%	78
2016 Q2	$4.58M	Hold	60,643	–	–	0.44%	51
2016 Q1	$4.15M	Buy	+60,643	New	+$4.07M	0.41%	54

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Richard Bernstein Advisors's OXY Position: Q1 2025 in Review

Richard Bernstein Advisors sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 43,908 shares — an estimated $2.17M sold.

Richard Bernstein Advisors first reported a position in OXY in Q1 2016 and held it in 18 quarters. The position peaked at $6.69M in Q2 2018. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

Richard Bernstein Advisors reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
Richard Bernstein Advisors sold 43,908 Occidental Petroleum shares in Q1 2025, an estimated $2.17M.
Richard Bernstein Advisors first reported a position in Occidental Petroleum in Q1 2016 and held it in 18 quarters.
Richard Bernstein Advisors's Occidental Petroleum position peaked at $6.69M in Q2 2018.
1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Richard Bernstein Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.