QSM Asset Management Ltd, that paragon of financial prudence, has taken a shine to Occidental Petroleum (OXY 0.72%), acquiring 221,760 shares in an estimated $10.31 million transaction. A noble cause, if one is inclined to folly.
The total shares bought include 221,760 of OXY. The estimated value? A mere $10.31 million. This trade represents 7.37% of 13F reportable assets, a sum that would make even the most seasoned investor ponder their life choices.
Post-trade holding: 221,760 shares valued at $10.31 million. A sum so modest it could buy a modest villa in Provence, if one were so inclined.
New OXY stake represents 7.37% of total 13F AUM, placing it outside the fund’s top five holdings. A curious decision, akin to dining on the cheapest dish at a Michelin-starred restaurant.
What happened
QSM Asset Management Ltd, ever the trendsetter, disclosed a new stake in Occidental Petroleum (OXY 0.72%) in its quarterly Form 13-F. The fund acquired approximately 221,760 shares, with an estimated transaction value of $10.31 million. A position that did not previously appear in the firm’s reported holdings. How quaint.
What else to know
This was a new position for QSM Asset Management Ltd, with OXY accounting for 7.37% of the fund’s 13F reportable AUM after the trade. A curious choice, given the company’s recent performance.
Top five holdings after the filing:
- 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 Corporation were priced at $41.88, down 18.77% over the one-year period. A decline so dramatic it could make a stockbroker weep.
Company overview
| Metric | Value |
|---|---|
| Price (as of market close 2025-10-15) | $41.88 |
| Market capitalization | $41.23 billion |
| Revenue (TTM) | $27.24 billion |
| Net income (TTM) | $1.73 billion |
Company snapshot
Occidental Petroleum Corporation, that paragon of energy innovation, spans oil and gas exploration, chemical manufacturing, and midstream operations. A diversified portfolio, if one prefers the term “diversified” to “desperate.”
The company produces and markets crude oil, natural gas, natural gas liquids, and basic chemicals through its Oil & Gas, Chemical, and Midstream & Marketing segments. A business model as complex as a Shakespearean sonnet.
It generates revenue primarily from the extraction and sale of hydrocarbons, as well as the manufacturing and distribution of chemicals and related products. A noble pursuit, if one is inclined to folly.
Occidental Petroleum Corporation operates across the United States, the Middle East, Africa, and Latin America. A global presence, if one ignores the fact that the world is rapidly moving away from its core product.
Foolish take
Every oil cycle slows down eventually. Prices level off and the market’s attention drifts elsewhere. Yet these quieter stretches often reveal what really lasts, and Occidental Petroleum Corporation has spent decades proving that it can outlast the cycle. A feat as impressive as a well-tailored suit in a rainstorm.
QSM Asset Management added a new $10.3 million position in Occidental Petroleum in the third quarter, buying roughly 221,760 shares that now make up roughly 7 percent of its portfolio. A gamble as audacious as a Parisian poet’s last breath.
The timing is interesting. Occidental’s stock has fallen close to 19 percent over the past year, yet its balance sheet is stronger than it has been in a decade. A paradox as delightful as a well-tailored suit.
For investors, Occidental Petroleum shows how a mature operator can still grow in a measured way and is also well positioned to turn the rough edges of the energy cycle into lasting value. A lesson in resilience, if one is inclined to believe in miracles.
Glossary
13F reportable assets: The quarterly confessions of institutional investment managers, as required by the SEC.
Assets under management (AUM): The total market value of investments managed on behalf of clients by a fund or firm, a figure as inflated as a balloon at a birthday party.
Form 13-F: A quarterly SEC filing by institutional investment managers listing their equity holdings, a ritual as old as the hills.
Stake: The ownership interest or investment a person or entity holds in a company, a term as vague as a politician’s promise.
Midstream: The sector of the energy industry involved in transporting, storing, and marketing oil, gas, and related products, a noble cause if one is inclined to folly.
Hydrocarbons: Organic compounds made of hydrogen and carbon, such as oil and natural gas, used as energy sources. A resource as fleeting as a sunset.
TTM: The 12-month period ending with the most recent quarterly report, a metric as precise as a clockwork mouse.
Underperforming: Delivering a lower return than a benchmark or comparable investment over a given period, a fate as inevitable as death.
Position: The amount of a particular security or asset held by an investor or fund, a measure as arbitrary as a tailor’s tape.
Market capitalization: The total value of a company’s outstanding shares, calculated as share price times shares outstanding, a figure as misleading as a magician’s trick.
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2025-10-25 06:47