OXY β€” OCCIDENTAL PETE CORP

Ownership history in ELEVATUS WELATH MANAGEMENT  Β·  2 quarters on record

This page tracks every 13F SEC filing in which ELEVATUS WELATH MANAGEMENT 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.34% (2025 Q3)
πŸ“Š Avg. % of fund
1.21%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    OXY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 98,172 +59,560 +154.3% 1.34% $4.6M $46.76
2025 Q1 INITIATED 38,612 β€” β€” 1.08% $1.9M $48.31

🏒 Other funds also holding OXY

As of 2025 Q4 β€” 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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