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Capital A Wealth Management’s Occidental Petroleum OXY Stock Holding History

Capital A 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
-105
Closed -$5.18K – 725
2025
Q1 		$5.18K Hold
105
– – 0.01% 367
2024
Q4 		$5.19K Buy
+105
New +$5.3K 0.01% 372

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

Capital A Wealth Management's OXY Position: Q2 2025 in Review

Capital A Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 105 shares — an estimated $5.18K sold.

Capital A Wealth Management first reported a position in OXY in Q4 2024 and held it in 2 quarters. The position peaked at $5.19K in Q4 2024. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Capital A Wealth Management reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 105 Occidental Petroleum shares in Q2 2025, an estimated $5.18K.
  • Capital A Wealth Management first reported a position in Occidental Petroleum in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Occidental Petroleum position peaked at $5.19K in Q4 2024.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.