Compton Wealth Advisory Group’s Occidental Petroleum OXY Stock Holding History

Compton Wealth Advisory Group’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 Q1	–	Sell	-5,262	Closed	-$260K	–	101
2024 Q4	$260K	Hold	5,262	–	–	0.07%	97
2024 Q3	$271K	Sell	5,262 -170	-3%	-$9.7K	0.07%	99
2024 Q2	$342K	Hold	5,432	–	–	0.09%	84
2024 Q1	$353K	Buy	+5,432	New	+$324K	0.1%	84

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Compton Wealth Advisory Group's OXY Position: Q1 2025 in Review

Compton Wealth Advisory Group sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 5,262 shares — an estimated $260K sold.

Compton Wealth Advisory Group first reported a position in OXY in Q1 2024 and held it in 4 quarters. The position peaked at $353K in Q1 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

Compton Wealth Advisory Group reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
Compton Wealth Advisory Group sold 5,262 Occidental Petroleum shares in Q1 2025, an estimated $260K.
Compton Wealth Advisory Group first reported a position in Occidental Petroleum in Q1 2024 and held it in 4 quarters.
Compton Wealth Advisory Group's Occidental Petroleum position peaked at $353K in Q1 2024.
1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2025, filed 29 Apr 2025.