SPC Financial Inc’s Occidental Petroleum OXY Stock Holding History

SPC Financial Inc’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 Q3	$230K	Buy	+4,865	New	+$220K	0.02%	248
2017 Q1	–	Sell	-2,945	Closed	-$210K	–	113
2016 Q4	$210K	Hold	2,945	–	–	0.06%	105
2016 Q3	$215K	Sell	2,945 -11,237	-79%	-$841K	0.07%	111
2016 Q2	$1.07M	Sell	14,182 -500	-3%	-$37.4K	0.39%	57
2016 Q1	$1M	Buy	14,682 +100	+0.7%	+$6.7K	0.38%	53
2015 Q4	$984K	Buy	14,582 +376	+3%	+$27K	0.39%	55
2015 Q3	$938K	Buy	14,206 +8,514	+150%	+$594K	0.4%	56
2015 Q2	$442K	Buy	5,692 +279	+5%	+$21.8K	0.12%	86
2015 Q1	$394K	Sell	5,413 -50	-0.9%	-$3.87K	0.11%	88
2014 Q4	$440K	Buy	+5,463	New	+$453K	0.13%	78

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

SPC Financial Inc's OXY Position: Q3 2025 in Review

SPC Financial Inc opened a new position in Occidental Petroleum (OXY) in Q3 2025: 4,865 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #248 among its holdings. This is a return to the name: SPC Financial Inc previously reported a position in OXY as recently as Q4 2016.

SPC Financial Inc first reported a position in OXY in Q4 2014 and has held it in 10 quarters since. The position peaked at $1.07M in Q2 2016. 1,153 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

SPC Financial Inc held 4,865 shares of Occidental Petroleum worth $230K as of Q3 2025.
Occidental Petroleum was a new SPC Financial Inc position in Q3 2025.
Occidental Petroleum made up 0.02% of SPC Financial Inc's portfolio in Q3 2025, its #248 holding.
SPC Financial Inc first reported a position in Occidental Petroleum in Q4 2014 and has held it in 10 quarters since.
SPC Financial Inc's Occidental Petroleum position peaked at $1.07M in Q2 2016.
1,153 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.