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UBS O'Connor’s Occidental Petroleum OXY Stock Holding History

UBS O'Connor’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
-206,784
Closed -$9.77M – 293
2025
Q3 		$9.77M Sell
206,784
-259,616
-56% -$11.7M 0.29% 40
2025
Q2 		$19.6M Hold
466,400
– – 0.53% 24
2025
Q1 		$23M Buy
466,400
+300,000
+180% +$14.6M 0.54% 19
2024
Q4 		$8.22M Hold
166,400
– – 0.2% 61
2024
Q3 		$8.58M Buy
166,400
+40,120
+32% +$2.29M 0.21% 50
2024
Q2 		$7.96M Sell
126,280
-228,988
-64% -$14.7M 0.22% 64
2024
Q1 		$23.1M Buy
355,268
+103,662
+41% +$6.19M 0.66% 16
2023
Q4 		$15M Buy
251,606
+180,300
+253% +$11M 0.47% 25
2023
Q3 		$4.63M Sell
71,306
-55,066
-44% -$3.46M 0.08% 136
2023
Q2 		$7.43M Buy
126,372
+53,926
+74% +$3.24M 0.16% 84
2023
Q1 		$4.52M Sell
72,446
-9,075
-11% -$564K 0.11% 150
2022
Q4 		$5.13M Buy
81,521
+25,009
+44% +$1.7M 0.09% 146
2022
Q3 		$3.47M Buy
+56,512
New +$3.62M 0.04% 408
2020
Q2 		– Sell
-29,000
Closed -$457K – 419
2020
Q1 		$336K Buy
+29,000
New +$953K 0.01% 281
2019
Q1 		– Sell
-75,000
Closed -$4.6M – 266
2018
Q4 		$4.6M Buy
+75,000
New +$5.27M 0.17% 81
2016
Q2 		– Sell
-431,840
Closed -$29.6M – 487
2016
Q1 		$29.6M Sell
431,840
-550,863
-56% -$36.9M 0.29% 94
2015
Q4 		$66.3M Buy
+982,703
New +$70.7M 0.59% 40
2014
Q3 		– Sell
-61,647
Closed -$6.06M – 519
2014
Q2 		$6.06M Sell
61,647
-26,991
-30% -$2.54M 0.04% 185
2014
Q1 		$8.09M Buy
+88,638
New +$7.92M 0.15% 191

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

UBS O'Connor's OXY Position: Q4 2025 in Review

UBS O'Connor sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 206,784 shares — an estimated $9.77M sold.

UBS O'Connor first reported a position in OXY in Q1 2014 and held it in 19 quarters. The position peaked at $66.3M in Q4 2015. 1,122 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • UBS O'Connor reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • UBS O'Connor sold 206,784 Occidental Petroleum shares in Q4 2025, an estimated $9.77M.
  • UBS O'Connor first reported a position in Occidental Petroleum in Q1 2014 and held it in 19 quarters.
  • UBS O'Connor's Occidental Petroleum position peaked at $66.3M in Q4 2015.
  • 1,122 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.