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Heritage Wealth Management (Ohio)’s Occidental Petroleum OXY Stock Holding History

Heritage Wealth Management (Ohio)’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
-4,150
Closed -$205K – 241
2025
Q1 		$205K Sell
4,150
-1,518
-27% -$74.1K 0.07% 222
2024
Q4 		$280K Sell
5,668
-300
-5% -$15.2K 0.09% 193
2024
Q3 		$308K Sell
5,968
-800
-12% -$45.6K 0.1% 181
2024
Q2 		$418K Buy
+6,768
New +$434K 0.14% 149

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s OXY Position: Q2 2025 in Review

Heritage Wealth Management (Ohio) sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 4,150 shares — an estimated $205K sold.

Heritage Wealth Management (Ohio) first reported a position in OXY in Q2 2024 and held it in 4 quarters. The position peaked at $418K in Q2 2024. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Heritage Wealth Management (Ohio) reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 4,150 Occidental Petroleum shares in Q2 2025, an estimated $205K.
  • Heritage Wealth Management (Ohio) first reported a position in Occidental Petroleum in Q2 2024 and held it in 4 quarters.
  • Heritage Wealth Management (Ohio)'s Occidental Petroleum position peaked at $418K in Q2 2024.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2025, filed 14 Aug 2025.