Waverton Investment Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-7,500
| Closed | -$354K | – | 69 |
|
|
2025
Q3 | $354K | Hold |
7,500
| – | – | ﹤0.01% | 90 |
|
|
2025
Q2 | $315K | Buy |
+7,500
| New | +$313K | ﹤0.01% | 97 |
|
|
2020
Q3 | – | Sell |
-71,310
| Closed | -$1.3M | – | 56 |
|
|
2020
Q2 | $1.3M | Sell |
71,310
-4,600
| -6% | -$72.5K | 0.07% | 46 |
|
|
2020
Q1 | $879K | Hold |
75,910
| – | – | 0.06% | 46 |
|
|
2019
Q4 | $3.13M | Sell |
75,910
-10,691
| -12% | -$428K | 0.16% | 38 |
|
|
2019
Q3 | $3.85M | Sell |
86,601
-3,157
| -4% | -$149K | 0.2% | 38 |
|
|
2019
Q2 | $4.51M | Buy |
89,758
+934
| +1% | +$52.6K | 0.23% | 32 |
|
|
2019
Q1 | $5.88M | Buy |
88,824
+1,815
| +2% | +$120K | 0.31% | 30 |
|
|
2018
Q4 | $5.34M | Buy |
87,009
+1,897
| +2% | +$133K | 0.32% | 31 |
|
|
2018
Q3 | $6.99M | Sell |
85,112
-2,450
| -3% | -$198K | 0.34% | 27 |
|
|
2018
Q2 | $7.33M | Buy |
87,562
+1,328
| +2% | +$106K | 0.43% | 26 |
|
|
2018
Q1 | $5.6M | Sell |
86,234
-978
| -1% | -$68.4K | 0.33% | 31 |
|
|
2017
Q4 | $6.42M | Buy |
87,212
+494
| +0.6% | +$33.5K | 0.38% | 30 |
|
|
2017
Q3 | $5.57M | Buy |
86,718
+96
| +0.1% | +$5.85K | 0.35% | 31 |
|
|
2017
Q2 | $5.19M | Sell |
86,622
-2,378
| -3% | -$146K | 0.34% | 35 |
|
|
2017
Q1 | $5.64M | Sell |
89,000
-2,044
| -2% | -$136K | 0.36% | 35 |
|
|
2016
Q4 | $6.49M | Buy |
91,044
+7,723
| +9% | +$548K | 0.43% | 40 |
|
|
2016
Q3 | $6.08M | Hold |
83,321
| – | – | 0.41% | 49 |
|
|
2016
Q2 | $6.3M | Buy |
83,321
+4,100
| +5% | +$306K | 0.47% | 38 |
|
|
2016
Q1 | $5.42M | Sell |
79,221
-1,376
| -2% | -$92.2K | 0.41% | 39 |
|
|
2015
Q4 | $5.44M | Sell |
80,597
-902
| -1% | -$64.9K | 0.41% | 44 |
|
|
2015
Q3 | $5.38M | Buy |
81,499
+2,054
| +3% | +$143K | 0.43% | 42 |
|
|
2015
Q2 | $6.17M | Buy |
79,445
+28,899
| +57% | +$2.26M | 0.46% | 46 |
|
|
2015
Q1 | $3.68M | Hold |
50,546
| – | – | 0.26% | 50 |
|
|
2014
Q4 | $4.07M | Sell |
50,546
-4,581
| -8% | -$380K | 0.28% | 48 |
|
|
2014
Q3 | $5.08M | Sell |
55,127
-2,960
| -5% | -$284K | 0.35% | 49 |
|
|
2014
Q2 | $5.71M | Sell |
58,087
-149,825
| -72% | -$14.1M | 0.37% | 49 |
|
|
2014
Q1 | $19M | Sell |
207,912
-10,822
| -5% | -$967K | 0.9% | 33 |
|
|
2013
Q4 | $19.9M | Buy |
218,734
+34,151
| +19% | +$3.12M | 1.02% | 30 |
|
|
2013
Q3 | $16.5M | Buy |
184,583
+83,204
| +82% | +$7.15M | 0.97% | 30 |
|
|
2013
Q2 | $8.67M | Buy |
+101,379
| New | +$8.57M | 0.76% | 32 |
|
Other funds holding OXY
HHII
Waverton Investment Management's OXY Position: Q4 2025 in Review
Waverton Investment Management sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 7,500 shares — an estimated $354K sold.
Waverton Investment Management first reported a position in OXY in Q2 2013 and held it in 31 quarters. The position peaked at $19.9M in Q4 2013. 1,123 funds tracked by Wall St. Rank hold OXY as of Q4 2025.
- Waverton Investment Management reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
- Waverton Investment Management sold 7,500 Occidental Petroleum shares in Q4 2025, an estimated $354K.
- Waverton Investment Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 31 quarters.
- Waverton Investment Management's Occidental Petroleum position peaked at $19.9M in Q4 2013.
- 1,123 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.
Based on Waverton Investment Management's 13F filing for Q4 2025.