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Heck Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Heck Capital 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
Q1 		– Sell
-30
Closed -$1.48K – 621
2024
Q4 		$1.48K Buy
+30
New +$1.51K ﹤0.01% 672

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State Street
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Geode Capital Management
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HHII
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Heck Capital Advisors's OXY Position: Q1 2025 in Review

Heck Capital Advisors sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 30 shares — an estimated $1.48K sold.

Heck Capital Advisors first reported a position in OXY in Q4 2024 and held it in 1 quarter. The position peaked at $1.48K in Q4 2024. 1,203 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Heck Capital Advisors reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 30 Occidental Petroleum shares in Q1 2025, an estimated $1.48K.
  • Heck Capital Advisors first reported a position in Occidental Petroleum in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Occidental Petroleum position peaked at $1.48K in Q4 2024.
  • 1,203 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.