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Tortoise Investment Management’s Occidental Petroleum OXY Stock Holding History

Tortoise Investment 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
-43
Closed -$2.03K – 1077
2025
Q3 		$2.03K Buy
43
+4
+10% +$181 ﹤0.01% 867
2025
Q2 		$1.64K Buy
39
+25
+179% +$1.04K ﹤0.01% 853
2025
Q1 		$691 Hold
14
– – ﹤0.01% 770
2024
Q4 		$692 Hold
14
– – ﹤0.01% 821
2024
Q3 		$722 Hold
14
– – ﹤0.01% 832
2024
Q2 		$882 Buy
+14
New +$898 ﹤0.01% 826

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tortoise Investment Management's OXY Position: Q4 2025 in Review

Tortoise Investment Management sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 43 shares — an estimated $2.03K sold.

Tortoise Investment Management first reported a position in OXY in Q2 2024 and held it in 6 quarters. The position peaked at $2.03K in Q3 2025. 1,121 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Tortoise Investment Management reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 43 Occidental Petroleum shares in Q4 2025, an estimated $2.03K.
  • Tortoise Investment Management first reported a position in Occidental Petroleum in Q2 2024 and held it in 6 quarters.
  • Tortoise Investment Management's Occidental Petroleum position peaked at $2.03K in Q3 2025.
  • 1,121 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.