Trifecta Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Trifecta Capital 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	-33	Closed	-$1.56K	–	396
2025 Q3	$1.56K	Hold	33	–	–	﹤0.01%	368
2025 Q2	$1.39K	Sell	33 -1,450	-98%	-$60.6K	﹤0.01%	390
2025 Q1	$73.2K	Buy	1,483 +1,450	+4,394%	+$70.8K	0.02%	117
2024 Q4	$1.63K	Hold	33	–	–	﹤0.01%	326
2024 Q3	$1.7K	Hold	33	–	–	﹤0.01%	331
2024 Q2	$2.08K	Hold	33	–	–	﹤0.01%	307
2024 Q1	$2.15K	Hold	33	–	–	﹤0.01%	302
2023 Q4	$1.97K	Hold	33	–	–	﹤0.01%	329
2023 Q3	$2.14K	Hold	33	–	–	﹤0.01%	302
2023 Q2	$1.94K	Hold	33	–	–	﹤0.01%	312
2023 Q1	$2.06K	Hold	33	–	–	﹤0.01%	304
2022 Q4	$2.08K	Buy	+33	New	+$2.25K	﹤0.01%	293

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Trifecta Capital Advisors's OXY Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 33 shares — an estimated $1.56K sold.

Trifecta Capital Advisors first reported a position in OXY in Q4 2022 and held it in 12 quarters. The position peaked at $73.2K in Q1 2025. 1,123 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

Trifecta Capital Advisors reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 33 Occidental Petroleum shares in Q4 2025, an estimated $1.56K.
Trifecta Capital Advisors first reported a position in Occidental Petroleum in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Occidental Petroleum position peaked at $73.2K in Q1 2025.
1,123 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.