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Van Hulzen Asset Management’s Occidental Petroleum OXY Stock Holding History

Van Hulzen Asset Management’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
Q1 		– Sell
-2,406
Closed -$119K – 856
2024
Q4 		$119K Buy
+2,406
New +$122K 0.01% 377
2019
Q3 		– Sell
-4,474
Closed -$225K – 275
2019
Q2 		$225K Sell
4,474
-75,685
-94% -$4.26M 0.05% 236
2019
Q1 		$5.31M Buy
+80,159
New +$5.28M 1.43% 24
2018
Q4 		– Sell
-3,300
Closed -$271K – 238
2018
Q3 		$271K Sell
3,300
-1,385
-30% -$112K 0.07% 183
2018
Q2 		$392K Sell
4,685
-67,101
-93% -$5.36M 0.12% 120
2018
Q1 		$4.66M Buy
71,786
+23,575
+49% +$1.65M 1.43% 19
2017
Q4 		$3.55M Buy
48,211
+5,100
+12% +$346K 1.08% 29
2017
Q3 		$2.77M Buy
43,111
+4,010
+10% +$244K 0.93% 38
2017
Q2 		$2.34M Buy
39,101
+3,000
+8% +$184K 0.93% 40
2017
Q1 		$2.29M Sell
36,101
-4,840
-12% -$322K 1.05% 39
2016
Q4 		$2.92M Buy
40,941
+12,336
+43% +$876K 1.35% 26
2016
Q3 		$2.09M Buy
+28,605
New +$2.14M 1.13% 34
2015
Q3 		– Sell
-30,501
Closed -$2.37M – 164
2015
Q2 		$2.37M Buy
30,501
+599
+2% +$46.8K 1.28% 26
2015
Q1 		$2.18M Sell
29,902
-4,677
-14% -$362K 1.33% 23
2014
Q4 		$2.78M Sell
34,579
-1,179
-3% -$97.8K 1.93% 15
2014
Q3 		$3.29M Sell
35,758
-31
-0.1% -$2.97K 3.34% 6
2014
Q2 		$3.52M Sell
35,789
-622
-2% -$58.5K 3.02% 7
2014
Q1 		$3.32M Buy
+36,411
New +$3.25M 3.36% 4

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Van Hulzen Asset Management's OXY Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 2,406 shares — an estimated $119K sold.

Van Hulzen Asset Management first reported a position in OXY in Q1 2014 and held it in 18 quarters. The position peaked at $5.31M in Q1 2019. 1,201 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 2,406 Occidental Petroleum shares in Q1 2025, an estimated $119K.
  • Van Hulzen Asset Management first reported a position in Occidental Petroleum in Q1 2014 and held it in 18 quarters.
  • Van Hulzen Asset Management's Occidental Petroleum position peaked at $5.31M in Q1 2019.
  • 1,201 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.