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SIMA Wealth Partners’s Occidental Petroleum OXY Stock Holding History

SIMA 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
Q2 		– Sell
-1,508
Closed -$74.4K – 176
2025
Q1 		$74.4K Buy
1,508
+6
+0.4% +$293 0.06% 76
2024
Q4 		$74.2K Buy
+1,502
New +$75.9K 0.06% 76

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIMA Wealth Partners's OXY Position: Q2 2025 in Review

SIMA Wealth Partners sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 1,508 shares — an estimated $74.4K sold.

SIMA Wealth Partners first reported a position in OXY in Q4 2024 and held it in 2 quarters. The position peaked at $74.4K in Q1 2025. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • SIMA Wealth Partners reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 1,508 Occidental Petroleum shares in Q2 2025, an estimated $74.4K.
  • SIMA Wealth Partners first reported a position in Occidental Petroleum in Q4 2024 and held it in 2 quarters.
  • SIMA Wealth Partners's Occidental Petroleum position peaked at $74.4K in Q1 2025.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.