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Family Legacy Financial Solutions’s Occidental Petroleum OXY Stock Holding History

Family Legacy Financial 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
Q3 		– Sell
-60
Closed -$2.52K – 279
2025
Q2 		$2.52K Buy
+60
New +$2.51K ﹤0.01% 197

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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Family Legacy Financial Solutions's OXY Position: Q3 2025 in Review

Family Legacy Financial Solutions sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 60 shares — an estimated $2.52K sold.

Family Legacy Financial Solutions first reported a position in OXY in Q2 2025 and held it in 1 quarter. The position peaked at $2.52K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • Family Legacy Financial Solutions reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 60 Occidental Petroleum shares in Q3 2025, an estimated $2.52K.
  • Family Legacy Financial Solutions first reported a position in Occidental Petroleum in Q2 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's Occidental Petroleum position peaked at $2.52K in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2025, filed 7 Oct 2025.