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Atria Wealth Solutions’s Occidental Petroleum OXY Stock Holding History

Atria Wealth Solutions’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 		$208K Sell
4,944
-6,905
-58% -$289K ﹤0.01% 1373
2025
Q1 		$585K Sell
11,849
-13,410
-53% -$655K 0.01% 1130
2024
Q4 		$1.25M Buy
25,259
+12,251
+94% +$619K 0.01% 836
2024
Q3 		$670K Sell
13,008
-14,511
-53% -$828K 0.01% 1094
2024
Q2 		$1.74M Buy
27,519
+176
+0.6% +$11.3K 0.02% 676
2024
Q1 		$1.78M Sell
27,343
-3,023
-10% -$181K 0.02% 678
2023
Q4 		$1.81M Buy
30,366
+1,180
+4% +$72K 0.02% 639
2023
Q3 		$1.89M Buy
29,186
+358
+1% +$22.5K 0.03% 577
2023
Q2 		$1.7M Buy
28,828
+3,583
+14% +$215K 0.02% 621
2023
Q1 		$1.58M Sell
25,245
-1,552
-6% -$96.4K 0.02% 623
2022
Q4 		$1.69M Buy
26,797
+978
+4% +$66.6K 0.03% 576
2022
Q3 		$1.59M Buy
25,819
+18,112
+235% +$1.16M 0.03% 562
2022
Q2 		$454K Buy
7,707
+2,260
+41% +$139K 0.01% 1022
2022
Q1 		$310K Buy
+5,447
New +$241K 0.01% 1302

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's OXY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Occidental Petroleum (OXY) stake by 58% in Q2 2025, selling an estimated $289K and leaving 4,944 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Atria Wealth Solutions first reported a position in OXY in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.89M in Q3 2023. 1,135 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Atria Wealth Solutions held 4,944 shares of Occidental Petroleum worth $208K as of Q2 2025.
  • Atria Wealth Solutions sold 6,905 Occidental Petroleum shares in Q2 2025, an estimated $289K.
  • Occidental Petroleum made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1373 holding.
  • Atria Wealth Solutions first reported a position in Occidental Petroleum in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Occidental Petroleum position peaked at $1.89M in Q3 2023.
  • 1,135 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.