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Heritage Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Heritage 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
Q1 		– Sell
-5
Closed -$247 – 628
2024
Q4 		$247 Buy
5
+1
+25% +$51 ﹤0.01% 608
2024
Q3 		$206 Buy
+4
New +$228 ﹤0.01% 605

Other funds holding OXY

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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

Heritage Wealth Advisors's OXY Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 5 shares — an estimated $247 sold.

Heritage Wealth Advisors first reported a position in OXY in Q3 2024 and held it in 2 quarters. The position peaked at $247 in Q4 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 5 Occidental Petroleum shares in Q1 2025, an estimated $247.
  • Heritage Wealth Advisors first reported a position in Occidental Petroleum in Q3 2024 and held it in 2 quarters.
  • Heritage Wealth Advisors's Occidental Petroleum position peaked at $247 in Q4 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.