Union Savings Bank’s Occidental Petroleum OXY Stock Holding History

Union Savings Bank’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	-76	Closed	-$3.75K	–	301
2025 Q1	$3.75K	Buy	+76	New	+$3.71K	﹤0.01%	294

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Union Savings Bank's OXY Position: Q2 2025 in Review

Union Savings Bank sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 76 shares — an estimated $3.75K sold.

Union Savings Bank first reported a position in OXY in Q1 2025 and held it in 1 quarter. The position peaked at $3.75K in Q1 2025. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

Union Savings Bank reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
Union Savings Bank sold 76 Occidental Petroleum shares in Q2 2025, an estimated $3.75K.
Union Savings Bank first reported a position in Occidental Petroleum in Q1 2025 and held it in 1 quarter.
Union Savings Bank's Occidental Petroleum position peaked at $3.75K in Q1 2025.
1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Union Savings Bank's 13F filing for Q2 2025, filed 8 Aug 2025.