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Stonegate Investment Group’s Occidental Petroleum OXY Stock Holding History

Stonegate Investment Group’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 		$270K Buy
5,720
+7
+0.1% +$316 0.01% 336
2025
Q2 		$240K Buy
5,713
+823
+17% +$34.4K 0.01% 346
2025
Q1 		$241K Sell
4,890
-808
-14% -$39.5K 0.01% 305
2024
Q4 		$282K Buy
+5,698
New +$288K 0.01% 272

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Stonegate Investment Group's OXY Position: Q3 2025 in Review

Stonegate Investment Group increased its Occidental Petroleum (OXY) stake by 0.12% in Q3 2025, buying an estimated $316 and bringing the position to 5,720 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #336.

Stonegate Investment Group first reported a position in OXY in Q4 2024 and has held it in 4 quarters since. The position peaked at $282K in Q4 2024. 1,151 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • Stonegate Investment Group held 5,720 shares of Occidental Petroleum worth $270K as of Q3 2025.
  • Stonegate Investment Group bought 7 Occidental Petroleum shares in Q3 2025, an estimated $316.
  • Occidental Petroleum made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #336 holding.
  • Stonegate Investment Group first reported a position in Occidental Petroleum in Q4 2024 and has held it in 4 quarters since.
  • Stonegate Investment Group's Occidental Petroleum position peaked at $282K in Q4 2024.
  • 1,151 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.