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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
2021
Q1 		– Sell
-800,000
Closed -$5.41M – 892
2020
Q4 		$5.41M Buy
800,000
+300,000
+60% +$4.11M 0.11% 188
2020
Q3 		$1.5M Buy
+500,000
New +$7.05M 0.04% 201

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.