AllSquare Wealth Management’s Occidental Petroleum OXY Stock Holding History

AllSquare Wealth Management’s Portfolio OXY Stock Details OXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-49	Closed	-$2.42K	–	543
2025 Q1	$2.42K	Buy	+49	New	+$2.39K	﹤0.01%	463
2019 Q3	–	Sell	-605	Closed	-$28.6K	–	467
2019 Q2	$30K	Buy	605 +149	+33%	+$8.38K	0.02%	239
2019 Q1	$30K	Sell	456 -172	-27%	-$11.3K	0.02%	239
2018 Q4	$39K	Buy	628 +145	+30%	+$10.2K	0.03%	197
2018 Q3	$40K	Hold	483	–	–	0.03%	194
2018 Q2	$40K	Buy	+483	New	+$38.6K	0.03%	197
2015 Q4	–	Sell	-323	Closed	-$21K	–	314
2015 Q3	$21K	Hold	323	–	–	0.02%	163
2015 Q2	$25K	Hold	323	–	–	0.02%	158
2015 Q1	$24K	Hold	323	–	–	0.02%	159
2014 Q4	$26K	Buy	+323	New	+$26.8K	0.03%	158

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllSquare Wealth Management's OXY Position: Q2 2025 in Review

AllSquare Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 49 shares — an estimated $2.42K sold.

AllSquare Wealth Management first reported a position in OXY in Q4 2014 and held it in 10 quarters. The position peaked at $40K in Q3 2018. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

AllSquare Wealth Management reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
AllSquare Wealth Management sold 49 Occidental Petroleum shares in Q2 2025, an estimated $2.42K.
AllSquare Wealth Management first reported a position in Occidental Petroleum in Q4 2014 and held it in 10 quarters.
AllSquare Wealth Management's Occidental Petroleum position peaked at $40K in Q3 2018.
1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on AllSquare Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.