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EnRich Financial Partners’s Occidental Petroleum OXY Stock Holding History

EnRich Financial Partners’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
-170
Closed -$8.4K – 168
2024
Q4 		$8.4K Hold
170
– – ﹤0.01% 182
2024
Q3 		$8.76K Hold
170
– – ﹤0.01% 179
2024
Q2 		$10.7K Sell
170
-22
-11% -$1.41K ﹤0.01% 172
2024
Q1 		$12.5K Buy
+192
New +$11.5K ﹤0.01% 152

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHII
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

EnRich Financial Partners's OXY Position: Q1 2025 in Review

EnRich Financial Partners sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 170 shares — an estimated $8.4K sold.

EnRich Financial Partners first reported a position in OXY in Q1 2024 and held it in 4 quarters. The position peaked at $12.5K in Q1 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • EnRich Financial Partners reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 170 Occidental Petroleum shares in Q1 2025, an estimated $8.4K.
  • EnRich Financial Partners first reported a position in Occidental Petroleum in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Occidental Petroleum position peaked at $12.5K in Q1 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.