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TFC Financial Management’s Occidental Petroleum OXY Stock Holding History

TFC Financial Management’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
-37
Closed -$1.75K – 1033
2025
Q3 		$1.75K Buy
+37
New +$1.67K ﹤0.01% 565
2025
Q2 		– Sell
-10
Closed -$494 – 1058
2025
Q1 		$494 Sell
10
-37
-79% -$1.81K ﹤0.01% 644
2024
Q4 		$2.32K Buy
47
+44
+1,467% +$2.22K ﹤0.01% 486
2024
Q3 		$155 Hold
3
– – ﹤0.01% 782
2024
Q2 		$190 Hold
3
– – ﹤0.01% 727
2024
Q1 		$195 Sell
3
-19
-86% -$1.14K ﹤0.01% 730
2023
Q4 		$1.31K Sell
22
-6
-21% -$366 ﹤0.01% 492
2023
Q3 		$1.82K Sell
28
-6
-18% -$378 ﹤0.01% 472
2023
Q2 		$2K Buy
34
+12
+55% +$720 ﹤0.01% 442
2023
Q1 		$1.37K Buy
22
+9
+69% +$559 ﹤0.01% 492
2022
Q4 		$819 Hold
13
– – ﹤0.01% 477
2022
Q3 		$1K Hold
13
– – ﹤0.01% 489
2022
Q2 		$1K Buy
+13
New +$799 ﹤0.01% 489

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

TFC Financial Management's OXY Position: Q4 2025 in Review

TFC Financial Management sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 37 shares — an estimated $1.75K sold.

TFC Financial Management first reported a position in OXY in Q2 2022 and held it in 13 quarters. The position peaked at $2.32K in Q4 2024. 1,117 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • TFC Financial Management reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 37 Occidental Petroleum shares in Q4 2025, an estimated $1.75K.
  • TFC Financial Management first reported a position in Occidental Petroleum in Q2 2022 and held it in 13 quarters.
  • TFC Financial Management's Occidental Petroleum position peaked at $2.32K in Q4 2024.
  • 1,117 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.