Rise Advisors’s Occidental Petroleum OXY Stock Holding History

Rise 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 Q4	–	Sell	-611	Closed	-$28.9K	–	1043
2025 Q3	$28.9K	Sell	611 -6	-1%	-$271	0.01%	393
2025 Q2	$25.9K	Buy	617 +183	+42%	+$7.65K	0.01%	405
2025 Q1	$21.4K	Buy	434 +91	+27%	+$4.44K	0.01%	461
2024 Q4	$16.9K	Buy	343 +2	+0.6%	+$101	0.01%	762
2024 Q3	$17.6K	Buy	341 +1	+0.3%	+$57	0.01%	771
2024 Q2	$21.4K	Sell	340 -9	-3%	-$577	0.01%	595
2024 Q1	$22.7K	Buy	349 +339	+3,390%	+$20.2K	0.01%	565
2023 Q4	$608	Hold	10	–	–	﹤0.01%	555
2023 Q3	$659	Hold	10	–	–	﹤0.01%	564
2023 Q2	$595	Hold	10	–	–	﹤0.01%	608
2023 Q1	$630	Hold	10	–	–	﹤0.01%	712
2022 Q4	$634	Hold	10	–	–	﹤0.01%	694
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	655
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	657
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	625
2021 Q4	$290	Buy	+10	New	+$314	﹤0.01%	634

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's OXY Position: Q4 2025 in Review

Rise Advisors sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 611 shares — an estimated $28.9K sold.

Rise Advisors first reported a position in OXY in Q4 2021 and held it in 16 quarters. The position peaked at $28.9K in Q3 2025. 1,121 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

Rise Advisors reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 611 Occidental Petroleum shares in Q4 2025, an estimated $28.9K.
Rise Advisors first reported a position in Occidental Petroleum in Q4 2021 and held it in 16 quarters.
Rise Advisors's Occidental Petroleum position peaked at $28.9K in Q3 2025.
1,121 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.