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WBI Investments’s Occidental Petroleum OXY Stock Holding History

WBI Investments’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
Q3 		– Sell
-47,877
Closed -$2.01M – 351
2025
Q2 		$2.01M Buy
+47,877
New +$2M 0.52% 48
2024
Q4 		– Sell
-28,235
Closed -$1.46M – 267
2024
Q3 		$1.46M Buy
+28,235
New +$1.61M 0.35% 83
2023
Q2 		– Sell
-15,722
Closed -$982K – 219
2023
Q1 		$982K Buy
+15,722
New +$977K 0.2% 121
2020
Q1 		– Sell
-106,541
Closed -$4.39M – 172
2019
Q4 		$4.39M Buy
+106,541
New +$4.27M 0.47% 47

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 $3.38T AUM 44.17% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

WBI Investments's OXY Position: Q3 2025 in Review

WBI Investments sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 47,877 shares — an estimated $2.01M sold.

WBI Investments first reported a position in OXY in Q4 2019 and held it in 4 quarters. The position peaked at $4.39M in Q4 2019. 1,154 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • WBI Investments reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • WBI Investments sold 47,877 Occidental Petroleum shares in Q3 2025, an estimated $2.01M.
  • WBI Investments first reported a position in Occidental Petroleum in Q4 2019 and held it in 4 quarters.
  • WBI Investments's Occidental Petroleum position peaked at $4.39M in Q4 2019.
  • 1,154 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on WBI Investments's 13F filing for Q3 2025, filed 20 Nov 2025.