Avantax Advisory Services’s Occidental Petroleum OXY Stock Holding History

Avantax Advisory Services’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	$1.05M	Sell	25,101 -180	-0.7%	-$7.52K	0.01%	1140
2025 Q1	$1.25M	Buy	25,281 +2,076	+9%	+$101K	0.01%	975
2024 Q4	$1.15M	Sell	23,205 -2,255	-9%	-$114K	0.01%	978
2024 Q3	$1.31M	Sell	25,460 -2,216	-8%	-$126K	0.01%	886
2024 Q2	$1.74M	Buy	27,676 +7,782	+39%	+$499K	0.01%	713
2024 Q1	$1.29M	Sell	19,894 -893	-4%	-$53.3K	0.01%	670
2023 Q4	$1.24M	Buy	20,787 +1,451	+8%	+$88.5K	0.01%	640
2023 Q3	$1.25M	Buy	19,336 +1,604	+9%	+$101K	0.01%	603
2023 Q2	$1.04M	Buy	17,732 +4,264	+32%	+$256K	0.01%	662
2023 Q1	$841K	Buy	13,468 +1,645	+14%	+$102K	0.01%	716
2022 Q4	$745K	Sell	11,823 -1,240	-9%	-$84.4K	0.01%	718
2022 Q3	$803K	Sell	13,063 -445	-3%	-$28.5K	0.01%	625
2022 Q2	$795K	Buy	13,508 +4,751	+54%	+$292K	0.01%	614
2022 Q1	$496K	Sell	8,757 -188	-2%	-$8.31K	0.01%	792
2021 Q4	$259K	Sell	8,945 -1,232	-12%	-$38.7K	﹤0.01%	1051
2021 Q3	$301K	Sell	10,177 -1,681	-14%	-$44.9K	0.01%	926
2021 Q2	$369K	Sell	11,858 -873	-7%	-$23.4K	0.01%	817
2021 Q1	$339K	Sell	12,731 -22	-0.2%	-$550	0.01%	759
2020 Q4	$219K	Sell	12,753 -54,744	-81%	-$751K	0.01%	849
2020 Q3	$670K	Buy	67,497 +52,342	+345%	+$738K	0.01%	695
2020 Q2	$274K	Sell	15,155 -8,301	-35%	-$131K	0.01%	682
2020 Q1	$271K	Buy	23,456 +6,798	+41%	+$223K	0.01%	613
2019 Q4	$687K	Buy	16,658 +6,368	+62%	+$255K	0.02%	406
2019 Q3	$459K	Buy	+10,290	New	+$486K	0.02%	338

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

Avantax Advisory Services's OXY Position: Q2 2025 in Review

Avantax Advisory Services reduced its Occidental Petroleum (OXY) stake by 0.71% in Q2 2025, selling an estimated $7.52K and leaving 25,101 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1140.

Avantax Advisory Services first reported a position in OXY in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.74M in Q2 2024. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

Avantax Advisory Services held 25,101 shares of Occidental Petroleum worth $1.05M as of Q2 2025.
Avantax Advisory Services sold 180 Occidental Petroleum shares in Q2 2025, an estimated $7.52K.
Occidental Petroleum made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1140 holding.
Avantax Advisory Services first reported a position in Occidental Petroleum in Q3 2019 and has held it in 24 quarters since.
Avantax Advisory Services's Occidental Petroleum position peaked at $1.74M in Q2 2024.
1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.