Stephens Consulting’s Occidental Petroleum OXY Stock Holding History

Stephens Consulting’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	$8.22K	Hold	200	–	–	﹤0.01%	253
2025 Q3	$9.45K	Sell	200 -4	-2%	-$181	﹤0.01%	229
2025 Q2	$8.57K	Buy	204 +4	+2%	+$167	﹤0.01%	339
2025 Q1	$9.87K	Hold	200	–	–	﹤0.01%	326
2024 Q4	$9.88K	Hold	200	–	–	﹤0.01%	350
2024 Q3	$10.3K	Hold	200	–	–	﹤0.01%	333
2024 Q2	$12.6K	Hold	200	–	–	﹤0.01%	314
2024 Q1	$13K	Hold	200	–	–	﹤0.01%	286
2023 Q4	$11.9K	Hold	200	–	–	﹤0.01%	295
2023 Q3	$13K	Sell	200 -500	-71%	-$31.5K	0.01%	288
2023 Q2	$41.2K	Hold	700	–	–	0.02%	185
2023 Q1	$43.7K	Hold	700	–	–	0.03%	184
2022 Q4	$44.1K	Hold	700	–	–	0.03%	179
2022 Q3	$43K	Hold	700	–	–	0.04%	188
2022 Q2	$41.2K	Hold	700	–	–	0.03%	189
2022 Q1	$39.7K	Sell	700 -500	-42%	-$22.1K	0.03%	209
2021 Q4	$34.8K	Buy	+1,200	New	+$37.7K	0.03%	237

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Stephens Consulting's OXY Position: Q4 2025 in Review

Stephens Consulting held its Occidental Petroleum (OXY) position steady in Q4 2025 at 200 shares worth $8.22K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Stephens Consulting first reported a position in OXY in Q4 2021 and has held it in 17 quarters since. The position peaked at $44.1K in Q4 2022. 1,116 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

Stephens Consulting held 200 shares of Occidental Petroleum worth $8.22K as of Q4 2025.
Stephens Consulting left its Occidental Petroleum share count unchanged in Q4 2025.
Occidental Petroleum made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #253 holding.
Stephens Consulting first reported a position in Occidental Petroleum in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Occidental Petroleum position peaked at $44.1K in Q4 2022.
1,116 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.