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VisionPoint Advisory Group’s Occidental Petroleum OXY Stock Holding History

VisionPoint Advisory Group’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
-5,894
Closed -$278K – 423
2025
Q3 		$278K Sell
5,894
-363
-6% -$16.4K 0.06% 307
2025
Q2 		$263K Buy
6,257
+119
+2% +$4.97K 0.06% 295
2025
Q1 		$303K Buy
6,138
+311
+5% +$15.2K 0.1% 167
2024
Q4 		$290K Sell
5,827
-611
-9% -$30.9K 0.1% 146
2024
Q3 		$332K Sell
6,438
-1,118
-15% -$63.8K 0.11% 135
2024
Q2 		$476K Sell
7,556
-348
-4% -$22.3K 0.17% 111
2024
Q1 		$514K Sell
7,904
-7,034
-47% -$420K 0.19% 114
2023
Q4 		$892K Buy
14,938
+184
+1% +$11.2K 0.33% 69
2023
Q3 		$957K Buy
14,754
+174
+1% +$10.9K 0.41% 67
2023
Q2 		$857K Buy
14,580
+849
+6% +$50.9K 0.35% 72
2023
Q1 		$806K Buy
+13,731
New +$853K 0.36% 58

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

VisionPoint Advisory Group's OXY Position: Q4 2025 in Review

VisionPoint Advisory Group sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 5,894 shares — an estimated $278K sold.

VisionPoint Advisory Group first reported a position in OXY in Q1 2023 and held it in 11 quarters. The position peaked at $957K in Q3 2023. 1,122 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • VisionPoint Advisory Group reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 5,894 Occidental Petroleum shares in Q4 2025, an estimated $278K.
  • VisionPoint Advisory Group first reported a position in Occidental Petroleum in Q1 2023 and held it in 11 quarters.
  • VisionPoint Advisory Group's Occidental Petroleum position peaked at $957K in Q3 2023.
  • 1,122 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on VisionPoint Advisory Group's 13F filing for Q4 2025, filed 12 Jan 2026.