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Flagship Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Flagship 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
Q2 		– Sell
-40
Closed -$1.97K – 385
2025
Q1 		$1.97K Hold
40
– – ﹤0.01% 354
2024
Q4 		$1.98K Buy
+40
New +$2.02K ﹤0.01% 346

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Flagship Wealth Advisors's OXY Position: Q2 2025 in Review

Flagship Wealth Advisors sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 40 shares — an estimated $1.97K sold.

Flagship Wealth Advisors first reported a position in OXY in Q4 2024 and held it in 2 quarters. The position peaked at $1.98K in Q4 2024. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Flagship Wealth Advisors reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Flagship Wealth Advisors sold 40 Occidental Petroleum shares in Q2 2025, an estimated $1.97K.
  • Flagship Wealth Advisors first reported a position in Occidental Petroleum in Q4 2024 and held it in 2 quarters.
  • Flagship Wealth Advisors's Occidental Petroleum position peaked at $1.98K in Q4 2024.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Flagship Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.