GWN Securities’s Occidental Petroleum OXY Stock Holding History

GWN Securities’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	-6,380	Closed	-$283K	–	615
2025 Q1	$283K	Buy	+6,380	New	+$312K	0.02%	594

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GWN Securities's OXY Position: Q2 2025 in Review

GWN Securities sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 6,380 shares — an estimated $283K sold.

GWN Securities first reported a position in OXY in Q1 2025 and held it in 1 quarter. The position peaked at $283K in Q1 2025. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

GWN Securities reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 6,380 Occidental Petroleum shares in Q2 2025, an estimated $283K.
GWN Securities first reported a position in Occidental Petroleum in Q1 2025 and held it in 1 quarter.
GWN Securities's Occidental Petroleum position peaked at $283K in Q1 2025.
1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.