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FLP Wealth Management’s Occidental Petroleum OXY Stock Holding History

FLP Wealth Management’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
-928
Closed -$45.9K – 336
2024
Q4 		$45.9K Buy
+928
New +$46.9K 0.12% 110

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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

FLP Wealth Management's OXY Position: Q1 2025 in Review

FLP Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 928 shares — an estimated $45.9K sold.

FLP Wealth Management first reported a position in OXY in Q4 2024 and held it in 1 quarter. The position peaked at $45.9K in Q4 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • FLP Wealth Management reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 928 Occidental Petroleum shares in Q1 2025, an estimated $45.9K.
  • FLP Wealth Management first reported a position in Occidental Petroleum in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's Occidental Petroleum position peaked at $45.9K in Q4 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.