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swisspartners Advisors’s Occidental Petroleum OXY Stock Holding History

swisspartners 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
2026
Q1 		$11.2M Buy
173,180
+8,680
+5% +$437K 7.03% 6
2025
Q4 		$6.76M Buy
164,500
+7,430
+5% +$310K 4.9% 12
2025
Q3 		$7.44M Buy
157,070
+25,710
+20% +$1.16M 6.11% 10
2025
Q2 		$5.51M Buy
131,360
+9,680
+8% +$405K 5.2% 11
2025
Q1 		$5.31M Buy
+121,680
New +$5.94M 5.6% 11

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Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return