Syntax Research’s Occidental Petroleum OXY Stock Holding History

Syntax Research’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	–	Sell	-20,000	Closed	-$840K	–	180
2025 Q2	$840K	Buy	+20,000	New	+$836K	0.6%	39

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

Syntax Research's OXY Position: Q3 2025 in Review

Syntax Research sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 20,000 shares — an estimated $840K sold.

Syntax Research first reported a position in OXY in Q2 2025 and held it in 1 quarter. The position peaked at $840K in Q2 2025. 1,153 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

Syntax Research reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
Syntax Research sold 20,000 Occidental Petroleum shares in Q3 2025, an estimated $840K.
Syntax Research first reported a position in Occidental Petroleum in Q2 2025 and held it in 1 quarter.
Syntax Research's Occidental Petroleum position peaked at $840K in Q2 2025.
1,153 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on Syntax Research's 13F filing for Q3 2025, filed 4 Nov 2025.