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Avestar Capital’s Occidental Petroleum OXY Stock Holding History

Avestar Capital’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
Q1 		– Sell
-4,546
Closed -$225K – 531
2024
Q4 		$225K Buy
+4,546
New +$230K 0.02% 449
2024
Q3 		– Sell
-4,465
Closed -$281K – 495
2024
Q2 		$281K Buy
4,465
+353
+9% +$22.6K 0.03% 346
2024
Q1 		$267K Buy
4,112
+673
+20% +$40.2K 0.03% 366
2023
Q4 		$206K Buy
3,439
+353
+11% +$21.5K 0.02% 358
2023
Q3 		$200K Buy
+3,086
New +$194K 0.03% 333
2019
Q3 		– Sell
-72
Closed -$2K – 634
2019
Q2 		$2K Sell
72
-232
-76% -$13.1K ﹤0.01% 696
2019
Q1 		$17K Sell
304
-36
-11% -$2.37K 0.01% 396
2018
Q4 		$18K Sell
340
-77
-18% -$5.41K 0.01% 352
2018
Q3 		$30K Hold
417
– – 0.02% 323
2018
Q2 		$31K Sell
417
-75
-15% -$5.99K 0.02% 314
2018
Q1 		$26K Sell
492
-208
-30% -$14.5K 0.02% 301
2017
Q4 		$46K Buy
+700
New +$47.5K 0.03% 259

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Avestar Capital's OXY Position: Q1 2025 in Review

Avestar Capital sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 4,546 shares — an estimated $225K sold.

Avestar Capital first reported a position in OXY in Q4 2017 and held it in 12 quarters. The position peaked at $281K in Q2 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Avestar Capital reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Avestar Capital sold 4,546 Occidental Petroleum shares in Q1 2025, an estimated $225K.
  • Avestar Capital first reported a position in Occidental Petroleum in Q4 2017 and held it in 12 quarters.
  • Avestar Capital's Occidental Petroleum position peaked at $281K in Q2 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Avestar Capital's 13F filing for Q1 2025, filed 14 May 2025.