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Vantage Financial Partners (Wisconsin)’s Occidental Petroleum OXY Stock Holding History

Vantage Financial Partners (Wisconsin)’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
-5,485
Closed -$259K – 221
2025
Q3 		$259K Buy
5,485
+29
+0.5% +$1.31K 0.05% 178
2025
Q2 		$229K Buy
+5,456
New +$228K 0.05% 182

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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
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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

Vantage Financial Partners (Wisconsin)'s OXY Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 5,485 shares — an estimated $259K sold.

Vantage Financial Partners (Wisconsin) first reported a position in OXY in Q2 2025 and held it in 2 quarters. The position peaked at $259K in Q3 2025. 1,122 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 5,485 Occidental Petroleum shares in Q4 2025, an estimated $259K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Occidental Petroleum in Q2 2025 and held it in 2 quarters.
  • Vantage Financial Partners (Wisconsin)'s Occidental Petroleum position peaked at $259K in Q3 2025.
  • 1,122 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.