Bruce Berkowitz’s OXY Holdings & Trades

First Buy
Q1 2020
Duration Held
7 Quarters
Largest Add
Q1 2020
+429,490 Shares
Current Position
69,100 Shares
$3.26 M Value

Bruce Berkowitz's OXY Position Overview

Bruce Berkowitz (via Fairholme Capital Management LLC) currently holds 69,100 shares of Occidental Petroleum Corporation (OXY) worth $3.26 M, representing 0.26% of the portfolio. First purchased in 2020-Q1, this short-term holding has been held for 7 quarters.

Based on 13F filings, Bruce Berkowitz has maintained this position in OXY for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 45,300 shares. Largest reduction occurred in Q3 2020, reducing 328,110 shares.

Analysis based on 13F filings available since 2013 Q2

Bruce Berkowitz's Occidental Petroleum Corporation (OXY) Holding Value Over Time

Track share changes against reported price movement

Quarterly Occidental Petroleum Corporation (OXY) Trades by Bruce Berkowitz

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2020 +429,490 New Buy 429,490 $11.58
Q2 2020 -101,380 Reduce 23.60% 328,110 $18.30
Q3 2020 -328,110 Sold Out 0 $0.00
Q4 2024 +9,000 New Buy 9,000 $49.41
Q1 2025 +45,300 Add 503.33% 54,300 $49.36
Q2 2025 +14,800 Add 27.26% 69,100 $42.01

Bruce Berkowitz's Occidental Petroleum Corporation Investment FAQs

Bruce Berkowitz first purchased Occidental Petroleum Corporation (OXY) in Q1 2020, acquiring 429,490 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Bruce Berkowitz has held Occidental Petroleum Corporation (OXY) for 7 quarters since Q1 2020.

Bruce Berkowitz's largest addition to Occidental Petroleum Corporation (OXY) was in Q1 2020, adding 429,490 shares worth $4.97 M.

According to the latest 13F filing for Q3 2025, Bruce Berkowitz's firm, Fairholme Capital Management LLC, owns 69,100 shares of Occidental Petroleum Corporation (OXY), valued at approximately $3.26 M.

As of the Q3 2025 filing, Occidental Petroleum Corporation (OXY) represents approximately 0.26% of Bruce Berkowitz's publicly disclosed stock portfolio, making it one of their key holdings.

Bruce Berkowitz's peak holding in Occidental Petroleum Corporation (OXY) was 429,490 shares, as reported at the end of Q1 2020.