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Simon Quick Advisors’s Occidental Petroleum OXY Stock Holding History

Simon Quick 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
Q2 		– Sell
-4,556
Closed -$225K – 565
2025
Q1 		$225K Sell
4,556
-442
-9% -$21.6K 0.01% 523
2024
Q4 		$247K Buy
+4,998
New +$252K 0.01% 397
2022
Q2 		– Sell
-587
Closed -$33K – 333
2022
Q1 		$33K Buy
587
+9
+2% +$398 0.01% 244
2021
Q4 		$17K Sell
578
-345
-37% -$10.8K ﹤0.01% 297
2021
Q3 		$27K Buy
923
+345
+60% +$9.21K 0.01% 300
2021
Q2 		$18K Buy
+578
New +$15.5K ﹤0.01% 343
2020
Q3 		– Sell
-17
Closed – – 487
2020
Q2 		$0 Sell
17
-65
-79% -$1.02K ﹤0.01% 488
2020
Q1 		$1K Sell
82
-116
-59% -$3.81K ﹤0.01% 454
2019
Q4 		$8K Buy
+198
New +$7.93K ﹤0.01% 426
2019
Q1 		– Sell
-311
Closed -$19K – 433
2018
Q4 		$19K Buy
311
+288
+1,252% +$20.2K 0.01% 253
2018
Q3 		$2K Hold
23
– – ﹤0.01% 293
2018
Q2 		$1K Hold
23
– – ﹤0.01% 339
2018
Q1 		$1K Sell
23
-979
-98% -$68.5K ﹤0.01% 300
2017
Q4 		$75K Buy
+1,002
New +$68K 0.03% 185

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

Simon Quick Advisors's OXY Position: Q2 2025 in Review

Simon Quick Advisors sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 4,556 shares — an estimated $225K sold.

Simon Quick Advisors first reported a position in OXY in Q4 2017 and held it in 14 quarters. The position peaked at $247K in Q4 2024. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Simon Quick Advisors reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 4,556 Occidental Petroleum shares in Q2 2025, an estimated $225K.
  • Simon Quick Advisors first reported a position in Occidental Petroleum in Q4 2017 and held it in 14 quarters.
  • Simon Quick Advisors's Occidental Petroleum position peaked at $247K in Q4 2024.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.