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Continuum Advisory’s Occidental Petroleum OXY Stock Holding History

Continuum Advisory’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
-2,085
Closed -$103K – 1214
2025
Q1 		$103K Sell
2,085
-32
-2% -$1.56K 0.01% 518
2024
Q4 		$105K Sell
2,117
-110
-5% -$5.56K 0.01% 506
2024
Q3 		$113K Buy
2,227
+919
+70% +$52.4K 0.01% 498
2024
Q2 		$82.4K Buy
1,308
+100
+8% +$6.41K 0.01% 529
2024
Q1 		$77.6K Buy
+1,208
New +$72.2K 0.01% 530

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

Continuum Advisory's OXY Position: Q2 2025 in Review

Continuum Advisory sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 2,085 shares — an estimated $103K sold.

Continuum Advisory first reported a position in OXY in Q1 2024 and held it in 5 quarters. The position peaked at $113K in Q3 2024. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Continuum Advisory reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 2,085 Occidental Petroleum shares in Q2 2025, an estimated $103K.
  • Continuum Advisory first reported a position in Occidental Petroleum in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Occidental Petroleum position peaked at $113K in Q3 2024.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.