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CarsonAllaria Wealth Management’s Occidental Petroleum OXY Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-421
Closed -$17.7K – 256
2025
Q2 		$17.7K Hold
421
– – 0.01% 205
2025
Q1 		$20.8K Buy
+421
New +$20.6K 0.01% 191
2022
Q1 		– Sell
-500
Closed -$14K – 352
2021
Q4 		$14K Buy
+500
New +$15.7K 0.01% 190

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

CarsonAllaria Wealth Management's OXY Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 421 shares — an estimated $17.7K sold.

CarsonAllaria Wealth Management first reported a position in OXY in Q4 2021 and held it in 3 quarters. The position peaked at $20.8K in Q1 2025. 1,154 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 421 Occidental Petroleum shares in Q3 2025, an estimated $17.7K.
  • CarsonAllaria Wealth Management first reported a position in Occidental Petroleum in Q4 2021 and held it in 3 quarters.
  • CarsonAllaria Wealth Management's Occidental Petroleum position peaked at $20.8K in Q1 2025.
  • 1,154 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.