OXY β€” OCCIDENTAL PETE CORP

Ownership history in True Vision MN LLC  Β·  3 quarters on record

AI Ownership Summary

True Vision MN LLC reported OCCIDENTAL PETE CORP (OXY) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.32% in 2025 Q1. The latest visible filing shows OXY at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OXY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was True Vision MN LLC's position in OCCIDENTAL PETE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OXY was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How True Vision MN LLC held OXY β€” position size vs. price
% of Fund (quarterly)    OXY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 10,923 +61 +0.6% 0.27% $519K 2025-10-28 $40.40
2025 Q2 ADDED 10,862 +204 +1.9% 0.25% $459K 2025-07-23 $43.74
2025 Q1 INITIATED 10,658 β€” β€” 0.32% $529K 2025-04-30 $38.57

FAQ About True Vision MN LLC and OXY

These are the practical questions this page is built to answer before you even open the full history table.

How long has True Vision MN LLC reported owning OXY?

True Vision MN LLC reported OXY across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported OXY position in True Vision MN LLC's portfolio?

The largest reported portfolio weight for OXY was 0.32% in 2025 Q1.

What is the latest reported OXY position on this page?

The most recent filing on this page is 2025 Q3, when True Vision MN LLC reported 10,923 shares, equal to 0.27% of portfolio, with an estimated market value of $519K.

What does the chart on this OXY ownership page compare?

The chart compares True Vision MN LLC's quarterly OXY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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