OXY — OCCIDENTAL PETE CORP

Ownership history in WealthShield Partners, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, 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
0.05% (2022 Q3)
Avg. % of fund
0.03%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,621 -487 -11.9% 0.02% $171K $46.76
2025 Q1 ADDED 4,108 +424 +11.5% 0.03% $204K $48.31
2024 Q4 REDUCED 3,684 -1,877 -33.8% 0.03% $183K $48.12
2024 Q3 ADDED 5,561 +1,005 +22.1% 0.04% $288K $49.96
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to WealthShield Partners, LLC Holdings