Delos Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Delos Wealth Advisors’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	-8	Closed	-$399	–	147
2024 Q4	$399	Hold	8	–	–	﹤0.01%	189
2024 Q3	$414	Sell	8 -65	-89%	-$3.71K	﹤0.01%	174
2024 Q2	$4.6K	Sell	73 -12	-14%	-$770	﹤0.01%	162
2024 Q1	$5.55K	Sell	85 -235	-73%	-$14K	0.01%	154
2023 Q4	$19.1K	Hold	320	–	–	0.03%	87
2023 Q3	$20.1K	Hold	320	–	–	0.02%	106
2023 Q2	$18.8K	Hold	320	–	–	0.02%	99
2023 Q1	$20K	Hold	320	–	–	0.03%	99
2022 Q4	$20.2K	Hold	320	–	–	0.03%	93
2022 Q3	$20K	Buy	320 +300	+1,500%	+$19.2K	0.02%	90
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	221
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	239
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	423
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	188
2021 Q2	$1K	Buy	+20	New	+$536	﹤0.01%	172

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

Delos Wealth Advisors's OXY Position: Q1 2025 in Review

Delos Wealth Advisors sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 8 shares — an estimated $399 sold.

Delos Wealth Advisors first reported a position in OXY in Q2 2021 and held it in 15 quarters. The position peaked at $20.2K in Q4 2022. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

Delos Wealth Advisors reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
Delos Wealth Advisors sold 8 Occidental Petroleum shares in Q1 2025, an estimated $399.
Delos Wealth Advisors first reported a position in Occidental Petroleum in Q2 2021 and held it in 15 quarters.
Delos Wealth Advisors's Occidental Petroleum position peaked at $20.2K in Q4 2022.
1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Delos Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.