Iron Horse Wealth Management’s Occidental Petroleum OXY Stock Holding History

Iron Horse Wealth Management’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	$4.36K	Hold	104	–	–	﹤0.01%	396
2025 Q1	$5.12K	Buy	104 +35	+51%	+$1.71K	﹤0.01%	355
2024 Q4	$3.39K	Buy	69 +53	+331%	+$2.68K	﹤0.01%	341
2024 Q3	$805	Hold	16	–	–	﹤0.01%	448
2024 Q2	$981	Hold	16	–	–	﹤0.01%	414
2024 Q1	$1.01K	Buy	16 +1	+7%	+$60	﹤0.01%	402
2023 Q4	$923	Hold	15	–	–	﹤0.01%	434
2023 Q3	$1K	Hold	15	–	–	﹤0.01%	429
2023 Q2	$904	Hold	15	–	–	﹤0.01%	270
2023 Q1	$957	Hold	15	–	–	﹤0.01%	300
2022 Q4	$1K	Buy	+15	New	+$1.02K	﹤0.01%	227
2022 Q3	–	Sell	-15	Closed	-$1K	–	233
2022 Q2	$1K	Buy	+15	New	+$921	﹤0.01%	226

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Iron Horse Wealth Management's OXY Position: Q2 2025 in Review

Iron Horse Wealth Management held its Occidental Petroleum (OXY) position steady in Q2 2025 at 104 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Iron Horse Wealth Management first reported a position in OXY in Q2 2022 and has held it in 12 quarters since. The position peaked at $5.12K in Q1 2025. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

Iron Horse Wealth Management held 104 shares of Occidental Petroleum worth $4.36K as of Q2 2025.
Iron Horse Wealth Management left its Occidental Petroleum share count unchanged in Q2 2025.
Occidental Petroleum made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #396 holding.
Iron Horse Wealth Management first reported a position in Occidental Petroleum in Q2 2022 and has held it in 12 quarters since.
Iron Horse Wealth Management's Occidental Petroleum position peaked at $5.12K in Q1 2025.
1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.