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High Note Wealth’s Occidental Petroleum OXY Stock Holding History

High Note Wealth’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
2026
Q1 		$4.22K Buy
65
+59
+983% +$2.97K ﹤0.01% 606
2025
Q4 		$247 Sell
6
-1
-14% -$42 ﹤0.01% 866
2025
Q3 		$331 Sell
7
-243
-97% -$11K ﹤0.01% 787
2025
Q2 		$10.5K Hold
250
– – ﹤0.01% 294
2025
Q1 		$12.3K Hold
250
– – ﹤0.01% 271
2024
Q4 		$12.4K Buy
+250
New +$12.6K ﹤0.01% 271

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BlackRock
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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return