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True North Advisors’s Occidental Petroleum OXY Stock Holding History

True North 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
Q2 		– Sell
-6,272
Closed -$310K – 249
2025
Q1 		$310K Hold
6,272
– – 0.05% 187
2024
Q4 		$310K Hold
6,272
– – 0.07% 143
2024
Q3 		$323K Buy
6,272
+1,923
+44% +$110K 0.08% 125
2024
Q2 		$274K Buy
4,349
+290
+7% +$18.6K 0.07% 152
2024
Q1 		$264K Sell
4,059
-265
-6% -$15.8K 0.07% 154
2023
Q4 		$258K Sell
4,324
-12,515
-74% -$764K 0.07% 154
2023
Q3 		$1.09M Sell
16,839
-15,941
-49% -$1M 0.34% 56
2023
Q2 		$1.93M Sell
32,780
-16,000
-33% -$960K 0.55% 41
2023
Q1 		$3.05M Sell
48,780
-151
-0.3% -$9.38K 0.9% 21
2022
Q4 		$3.08M Buy
48,931
+150
+0.3% +$10.2K 1.05% 25
2022
Q3 		$3M Sell
48,781
-13
-0% -$832 0.98% 20
2022
Q2 		$2.87M Buy
48,794
+11
+0% +$676 0.89% 21
2022
Q1 		$2.77M Sell
48,783
-206
-0.4% -$9.11K 0.74% 30
2021
Q4 		$1.42M Buy
48,989
+27
+0.1% +$847 0.24% 90
2021
Q3 		$1.45M Sell
48,962
-78
-0.2% -$2.08K 0.29% 80
2021
Q2 		$1.53M Hold
49,040
– – 0.32% 71
2021
Q1 		$1.3M Hold
49,040
– – 0.31% 71
2020
Q4 		$848K Sell
49,040
-24
-0% -$329 0.22% 88
2020
Q3 		$491K Buy
49,064
+9,159
+23% +$129K 0.14% 115
2020
Q2 		$730K Buy
39,905
+14,710
+58% +$232K 0.18% 96
2020
Q1 		$291K Buy
25,195
+20,331
+418% +$668K 0.1% 100
2019
Q4 		$200K Buy
+4,864
New +$195K 0.06% 111

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

True North Advisors's OXY Position: Q2 2025 in Review

True North Advisors sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 6,272 shares — an estimated $310K sold.

True North Advisors first reported a position in OXY in Q4 2019 and held it in 22 quarters. The position peaked at $3.08M in Q4 2022. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • True North Advisors reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • True North Advisors sold 6,272 Occidental Petroleum shares in Q2 2025, an estimated $310K.
  • True North Advisors first reported a position in Occidental Petroleum in Q4 2019 and held it in 22 quarters.
  • True North Advisors's Occidental Petroleum position peaked at $3.08M in Q4 2022.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on True North Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.