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Carolinas Wealth Consulting’s Occidental Petroleum OXY Stock Holding History

Carolinas Wealth Consulting’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
-1,009
Closed -$49.8K – 664
2025
Q1 		$49.8K Buy
1,009
+24
+2% +$1.17K 0.01% 354
2024
Q4 		$48.8K Sell
985
-2
-0.2% -$101 0.01% 362
2024
Q3 		$51.1K Sell
987
-361
-27% -$20.6K 0.01% 364
2024
Q2 		$85K Sell
1,348
-1,330
-50% -$85.3K 0.02% 283
2024
Q1 		$174K Buy
2,678
+1,947
+266% +$116K 0.03% 189
2023
Q4 		$43.8K Buy
731
+51
+8% +$3.11K 0.01% 353
2023
Q3 		$42K Buy
680
+638
+1,519% +$40.1K 0.01% 334
2023
Q2 		$2.48K Buy
42
+17
+68% +$1.02K ﹤0.01% 783
2023
Q1 		$1.56K Sell
25
-100
-80% -$6.21K ﹤0.01% 838
2022
Q4 		$7.92K Hold
125
– – ﹤0.01% 647
2022
Q3 		$8K Buy
125
+100
+400% +$6.4K ﹤0.01% 605
2022
Q2 		$1K Sell
25
-1
-4% -$61 ﹤0.01% 850
2022
Q1 		$1K Hold
26
– – ﹤0.01% 874
2021
Q4 		$1K Hold
26
– – ﹤0.01% 923
2021
Q3 		$1K Sell
26
-263
-91% -$7.02K ﹤0.01% 896
2021
Q2 		$9K Sell
289
-6
-2% -$161 ﹤0.01% 617
2021
Q1 		$8K Buy
295
+7
+2% +$175 ﹤0.01% 647
2020
Q4 		$5K Sell
288
-461
-62% -$6.32K ﹤0.01% 651
2020
Q3 		$8K Buy
749
+460
+159% +$6.49K ﹤0.01% 512
2020
Q2 		$5K Buy
+289
New +$4.55K ﹤0.01% 406

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

Carolinas Wealth Consulting's OXY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 1,009 shares — an estimated $49.8K sold.

Carolinas Wealth Consulting first reported a position in OXY in Q2 2020 and held it in 20 quarters. The position peaked at $174K in Q1 2024. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,009 Occidental Petroleum shares in Q2 2025, an estimated $49.8K.
  • Carolinas Wealth Consulting first reported a position in Occidental Petroleum in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Occidental Petroleum position peaked at $174K in Q1 2024.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.