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Axxcess Wealth Management’s Occidental Petroleum OXY Stock Holding History

Axxcess 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
Q4 		– Sell
-24,346
Closed -$1.15M – 1082
2025
Q3 		$1.15M Buy
24,346
+56
+0.2% +$2.53K 0.02% 418
2025
Q2 		$1.02M Buy
24,290
+7,906
+48% +$330K 0.02% 423
2025
Q1 		$809K Sell
16,384
-29,560
-64% -$1.44M 0.02% 444
2024
Q4 		$2.27M Buy
45,944
+10,120
+28% +$511K 0.05% 247
2024
Q3 		$1.85M Buy
35,824
+6,081
+20% +$347K 0.05% 282
2024
Q2 		$1.87M Sell
29,743
-6,917
-19% -$444K 0.05% 263
2024
Q1 		$2.38M Buy
36,660
+4,282
+13% +$256K 0.07% 225
2023
Q4 		$1.93M Sell
32,378
-4,236
-12% -$259K 0.06% 253
2023
Q3 		$2.38M Buy
36,614
+20,496
+127% +$1.29M 0.08% 181
2023
Q2 		$948K Sell
16,118
-9,101
-36% -$546K 0.07% 240
2023
Q1 		$1.57M Sell
25,219
-30,345
-55% -$1.89M 0.12% 167
2022
Q4 		$3.5M Buy
55,564
+42,514
+326% +$2.9M 0.29% 76
2022
Q3 		$802K Buy
+13,050
New +$835K 0.08% 225

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $182B AUM 14.68% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Axxcess Wealth Management's OXY Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 24,346 shares — an estimated $1.15M sold.

Axxcess Wealth Management first reported a position in OXY in Q3 2022 and held it in 13 quarters. The position peaked at $3.5M in Q4 2022. 1,118 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 24,346 Occidental Petroleum shares in Q4 2025, an estimated $1.15M.
  • Axxcess Wealth Management first reported a position in Occidental Petroleum in Q3 2022 and held it in 13 quarters.
  • Axxcess Wealth Management's Occidental Petroleum position peaked at $3.5M in Q4 2022.
  • 1,118 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.