OXY — OCCIDENTAL PETE CORP DEL

Ownership history in Bison Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in OCCIDENTAL PETE CORP DEL (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
0.31% (2015 Q4)
Avg. % of fund
0.18%
First filed
2015 Q4
Last filed
2024 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 17,985 +28 +0.2% 0.15% $927K $49.96
2024 Q2 UNCHANGED 17,957 — 0% 0.19% $1.2M $60.85
2024 Q1 ADDED 17,957 +12,055 +204.3% 0.19% $1.2M $62.51
2023 Q4 REDUCED 5,902 -2,120 -26.4% 0.06% $352K $57.22
2015 Q4 INITIATED 8,022 — — 0.31% $542K $50.32
% 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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