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Teamwork Financial Advisors’s Occidental Petroleum OXY Stock Holding History

Teamwork Financial 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
2025
Q4 		– Sell
-4,531
Closed -$214K – 221
2025
Q3 		$214K Sell
4,531
-516
-10% -$23.3K 0.02% 189
2025
Q2 		$212K Buy
+5,047
New +$211K 0.02% 181
2024
Q3 		– Sell
-7,691
Closed -$485K – 167
2024
Q2 		$485K Sell
7,691
-3,583
-32% -$230K 0.07% 90
2024
Q1 		$733K Sell
11,274
-10,382
-48% -$620K 0.11% 88
2023
Q4 		$1.29M Sell
21,656
-8,715
-29% -$532K 0.22% 55
2023
Q3 		$1.97M Sell
30,371
-69,100
-69% -$4.35M 0.32% 52
2023
Q2 		$5.85M Buy
99,471
+15,173
+18% +$910K 0.95% 26
2023
Q1 		$5.26M Buy
84,298
+80,279
+1,997% +$4.99M 0.97% 24
2022
Q4 		$253K Sell
4,019
-93
-2% -$6.33K 0.05% 170
2022
Q3 		$253K Sell
4,112
-426
-9% -$27.3K 0.05% 180
2022
Q2 		$267K Sell
4,538
-1,661
-27% -$102K 0.06% 180
2022
Q1 		$352K Sell
6,199
-4,864
-44% -$215K 0.07% 194
2021
Q4 		$321K Sell
11,063
-5,073
-31% -$159K 0.06% 226
2021
Q3 		$477K Sell
16,136
-8,975
-36% -$240K 0.09% 165
2021
Q2 		$785K Buy
+25,111
New +$674K 0.16% 112

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

Teamwork Financial Advisors's OXY Position: Q4 2025 in Review

Teamwork Financial Advisors sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 4,531 shares — an estimated $214K sold.

Teamwork Financial Advisors first reported a position in OXY in Q2 2021 and held it in 15 quarters. The position peaked at $5.85M in Q2 2023. 1,116 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Teamwork Financial Advisors reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Teamwork Financial Advisors sold 4,531 Occidental Petroleum shares in Q4 2025, an estimated $214K.
  • Teamwork Financial Advisors first reported a position in Occidental Petroleum in Q2 2021 and held it in 15 quarters.
  • Teamwork Financial Advisors's Occidental Petroleum position peaked at $5.85M in Q2 2023.
  • 1,116 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Teamwork Financial Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.