Picture supply: Getty Photos
QSM Asset Administration Ltd initiated a brand new place in Occidental Petroleum (OXY 0.72%), buying 221,760 shares through the third quarter of 2025 in an estimated commerce valued at $10.31 million, in accordance with an SEC submitting dated October 16, 2025.
The entire shares purchased embrace 221,760 shares of OXY. The estimated transaction worth is $10.31 million. This commerce represents 7.37% of 13F reportable belongings below administration.
Put up-trade holding: 221,760 shares valued at $10.31 million
New OXY stake represents 7.37% of complete 13F AUM, putting it exterior the fund’s prime 5 holdings.
What occurred
QSM Asset Administration Ltd disclosed a brand new stake in Occidental Petroleum (OXY 0.72%) in its quarterly Kind 13-F filed with the Securities and Change Fee on October 16, 2025. The fund acquired roughly 221,760 shares, with an estimated transaction worth of $10.31 million. The place didn’t beforehand seem within the agency’s reported holdings.
What else to know
This was a brand new place for QSM Asset Administration Ltd, with OXY accounting for 7.37% of the fund’s 13F reportable AUM after the commerce.
High 5 holdings after the submitting:
- ZBH: $12.87 million (9.2% of AUM)
- INTC: $12.18 million (8.7% of AUM)
- VTRS: $11,602,944 (8.3% of AUM)
- RIO: $11.51 million (8.2% of AUM)
- PFE: $11,276,315 (8.1% of AUM)
As of October 15, 2025, shares of Occidental Petroleum Company had been priced at $41.88, down 18.77% over the one-year interval ending October 15, 2025, underperforming the S&P 500 by 34.56 share factors throughout the identical interval.
Firm overview
| Metric | Worth |
|---|---|
| Value (as of market shut 2025-10-15) | $41.88 |
| Market capitalization | $41.23 billion |
| Income (TTM) | $27.24 billion |
| Web revenue (TTM) | $1.73 billion |
Firm snapshot
Occidental Petroleum Company is a number one vitality firm with a diversified portfolio spanning oil and fuel exploration, chemical manufacturing, and midstream operations. Its scale and balanced enterprise combine place it to serve a variety of business and vitality prospects worldwide.
The corporate produces and markets crude oil, pure fuel, pure fuel liquids, and primary chemical substances via its Oil & Gasoline, Chemical, and Midstream & Advertising and marketing segments.
It generates income primarily from the extraction and sale of hydrocarbons, in addition to the manufacturing and distribution of chemical substances and associated merchandise.
Occidental Petroleum Company operates throughout america, the Center East, Africa, and Latin America.
Silly take
Each oil cycle slows down finally. Costs stage off and the market’s consideration drifts elsewhere. But these quieter stretches typically reveal what actually lasts, and Occidental Petroleum Company has spent many years proving that it could actually outlast the cycle.
QSM Asset Administration added a brand new $10.3 million place in Occidental Petroleum within the third quarter, shopping for roughly 221,760 shares that now make up roughly 7 % of its portfolio.
The timing is fascinating. Occidental’s inventory has fallen near 19 % over the previous yr, but its stability sheet is stronger than it has been in a decade. The corporate is persistently producing stable money stream from its oil, chemical and midstream items. Debt has additionally dropped sharply since its Anadarko acquisition in 2019. Its built-in mannequin offers Occidental room to remain worthwhile when crude costs slip and to compound good points after they rise.
For traders, Occidental Petroleum exhibits how a mature operator can nonetheless develop in a measured method and can be nicely positioned to show the tough edges of the vitality cycle into lasting worth. The corporate isn’t simply surviving the market cycle — it’s reshaping itself for the following one.
Glossary
13F reportable belongings: Property that institutional funding managers should disclose quarterly to the SEC on Kind 13F.
Property below administration (AUM): The entire market worth of investments managed on behalf of shoppers by a fund or agency.
Kind 13-F: A quarterly SEC submitting by institutional funding managers itemizing their fairness holdings.
Stake: The possession curiosity or funding an individual or entity holds in an organization.
Midstream: The sector of the vitality business concerned in transporting, storing, and advertising oil, fuel, and associated merchandise.
Hydrocarbons: Natural compounds made from hydrogen and carbon, equivalent to oil and pure fuel, used as vitality sources.
TTM: The 12-month interval ending with the latest quarterly report.
Underperforming: Delivering a decrease return than a benchmark or comparable funding over a given interval.
Place: The quantity of a specific safety or asset held by an investor or fund.
Market capitalization: The entire worth of an organization’s excellent shares, calculated as share value instances shares excellent.
Keep forward of the curve with NextBusiness 24. Discover extra tales, subscribe to our publication, and be part of our rising neighborhood at nextbusiness24.com