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Stapp Wealth Management’s Occidental Petroleum OXY Stock Holding History

Stapp Wealth Management’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
-31,520
Closed -$1.49M – 34
2025
Q3 		$1.49M Buy
31,520
+628
+2% +$28.4K 2% 16
2025
Q2 		$1.3M Buy
30,892
+1,120
+4% +$46.8K 1.87% 17
2025
Q1 		$1.47M Buy
29,772
+4,473
+18% +$218K 2.26% 14
2024
Q4 		$1.25M Buy
25,299
+3,393
+15% +$171K 1.95% 12
2024
Q3 		$1.13M Buy
21,906
+901
+4% +$51.4K 1.82% 12
2024
Q2 		$1.32M Buy
21,005
+353
+2% +$22.6K 2.29% 12
2024
Q1 		$1.34M Buy
20,652
+1,138
+6% +$68K 2.34% 12
2023
Q4 		$1.17M Sell
19,514
-168
-0.9% -$10.3K 1.96% 14
2023
Q3 		$1.28M Sell
19,682
-39
-0.2% -$2.45K 2.46% 13
2023
Q2 		$1.16M Buy
19,721
+976
+5% +$58.6K 2.3% 13
2023
Q1 		$1.17M Buy
+18,745
New +$1.16M 1.61% 13

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stapp Wealth Management's OXY Position: Q4 2025 in Review

Stapp Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 31,520 shares — an estimated $1.49M sold.

Stapp Wealth Management first reported a position in OXY in Q1 2023 and held it in 11 quarters. The position peaked at $1.49M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Stapp Wealth Management reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Stapp Wealth Management sold 31,520 Occidental Petroleum shares in Q4 2025, an estimated $1.49M.
  • Stapp Wealth Management first reported a position in Occidental Petroleum in Q1 2023 and held it in 11 quarters.
  • Stapp Wealth Management's Occidental Petroleum position peaked at $1.49M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Stapp Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.