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Cornerstone Wealth Group’s Occidental Petroleum OXY Stock Holding History

Cornerstone Wealth 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
-5,198
Closed -$257K – 295
2024
Q4 		$257K Buy
+5,198
New +$263K 0.02% 232
2020
Q1 		– Sell
-67,657
Closed -$2.79M – 144
2019
Q4 		$2.79M Buy
+67,657
New +$2.71M 0.75% 43

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

Cornerstone Wealth Group's OXY Position: Q1 2025 in Review

Cornerstone Wealth Group sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 5,198 shares — an estimated $257K sold.

Cornerstone Wealth Group first reported a position in OXY in Q4 2019 and held it in 2 quarters. The position peaked at $2.79M in Q4 2019. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Cornerstone Wealth Group reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Wealth Group sold 5,198 Occidental Petroleum shares in Q1 2025, an estimated $257K.
  • Cornerstone Wealth Group first reported a position in Occidental Petroleum in Q4 2019 and held it in 2 quarters.
  • Cornerstone Wealth Group's Occidental Petroleum position peaked at $2.79M in Q4 2019.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Cornerstone Wealth Group's 13F filing for Q1 2025, filed 23 Apr 2025.