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Centricity Wealth Management’s Occidental Petroleum OXY Stock Holding History

Centricity 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 		$8.4K Hold
200
– – 0.01% 338
2025
Q1 		$9.87K Hold
200
– – 0.01% 319
2024
Q4 		$9.88K Buy
+200
New +$10.1K 0.01% 328

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 $3.37T AUM 44.26% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Centricity Wealth Management's OXY Position: Q2 2025 in Review

Centricity Wealth Management held its Occidental Petroleum (OXY) position steady in Q2 2025 at 200 shares worth $8.4K. The position accounts for 0.01% of the portfolio, ranked #338.

Centricity Wealth Management first reported a position in OXY in Q4 2024 and has held it in 3 quarters since. The position peaked at $9.88K in Q4 2024. 1,135 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Centricity Wealth Management held 200 shares of Occidental Petroleum worth $8.4K as of Q2 2025.
  • Centricity Wealth Management left its Occidental Petroleum share count unchanged in Q2 2025.
  • Occidental Petroleum made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #338 holding.
  • Centricity Wealth Management first reported a position in Occidental Petroleum in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Occidental Petroleum position peaked at $9.88K in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.