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Heartwood Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Heartwood 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
Q4 		– Sell
-6
Closed -$284 – 484
2025
Q3 		$284 Buy
+6
New +$271 ﹤0.01% 622

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Heartwood Wealth Advisors's OXY Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 6 shares — an estimated $284 sold.

Heartwood Wealth Advisors first reported a position in OXY in Q3 2025 and held it in 1 quarter. The position peaked at $284 in Q3 2025. 1,123 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 6 Occidental Petroleum shares in Q4 2025, an estimated $284.
  • Heartwood Wealth Advisors first reported a position in Occidental Petroleum in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Occidental Petroleum position peaked at $284 in Q3 2025.
  • 1,123 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.