OXY — OCCIDENTAL PETE CORP

Ownership history in BIP Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in OCCIDENTAL PETE CORP (OXY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q4)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,583 +493 +12.1% 0.01% $217K $46.76
2025 Q1 REDUCED 4,090 -50 -1.2% 0.01% $202K $48.31
2024 Q4 INITIATED 4,140 — — 0.01% $205K $48.12
% of Fund (quarterly)    OXY price (monthly, adj. close)

Other funds also holding OXY

As of 2025 Q4 — sorted by position size

Adams Asset Advisors, LLC 3Y 7Y 17.76% FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 3Y 7Y 11.94% Encompass Capital Advisors LLC 3Y 7Y 9.34% Chou Associates Management Inc. 3Y 7Y 6.39% Aldebaran Capital, LLC 3Y 5.89% swisspartners Advisors Ltd 3Y 4.9% Concorde Financial Corp 3Y 4.76% BERKSHIRE HATHAWAY INC 3Y 7Y 3.97% Mann Financial Group, Inc. 3.32% SCHARF INVESTMENTS, LLC 3Y 7Y 3.25%
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