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Coppell Advisory Solutions’s Occidental Petroleum OXY Stock Holding History

Coppell Advisory Solutions’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
-2,564
Closed -$124K – 1392
2024
Q4 		$124K Buy
2,564
+618
+32% +$31.2K 0.02% 376
2024
Q3 		$99.3K Buy
1,946
+1,121
+136% +$64K 0.01% 397
2024
Q2 		$52K Buy
+825
New +$52.9K 0.01% 489
2023
Q4 		$20.9K Sell
350
-354
-50% -$21.6K ﹤0.01% 724
2023
Q3 		$44.3K Buy
704
+522
+287% +$32.8K 0.02% 352
2023
Q2 		$10.7K Buy
+182
New +$10.9K ﹤0.01% 677
2023
Q1 		– Sell
-704
Closed -$44.3K – 791
2022
Q4 		$44.3K Buy
+704
New +$47.9K 0.02% 354

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Coppell Advisory Solutions's OXY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 2,564 shares — an estimated $124K sold.

Coppell Advisory Solutions first reported a position in OXY in Q4 2022 and held it in 7 quarters. The position peaked at $124K in Q4 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,564 Occidental Petroleum shares in Q1 2025, an estimated $124K.
  • Coppell Advisory Solutions first reported a position in Occidental Petroleum in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Occidental Petroleum position peaked at $124K in Q4 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.