Keudell/Morrison Wealth Management’s Occidental Petroleum OXY Stock Holding History

Keudell/Morrison 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	–	Sell	-4,144	Closed	-$205K	–	240
2025 Q1	$205K	Sell	4,144 -671	-14%	-$32.8K	0.05%	204
2024 Q4	$238K	Buy	+4,815	New	+$243K	0.06%	183
2020 Q1	–	Sell	-8,822	Closed	-$364K	–	151
2019 Q4	$364K	Buy	8,822 +595	+7%	+$23.8K	0.25%	104
2019 Q3	$366K	Buy	8,227 +392	+5%	+$18.5K	0.3%	90
2019 Q2	$360K	Sell	7,835 -487	-6%	-$27.4K	0.32%	89
2019 Q1	$551K	Buy	+8,322	New	+$548K	0.48%	69

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

Keudell/Morrison Wealth Management's OXY Position: Q2 2025 in Review

Keudell/Morrison Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 4,144 shares — an estimated $205K sold.

Keudell/Morrison Wealth Management first reported a position in OXY in Q1 2019 and held it in 6 quarters. The position peaked at $551K in Q1 2019. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

Keudell/Morrison Wealth Management reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 4,144 Occidental Petroleum shares in Q2 2025, an estimated $205K.
Keudell/Morrison Wealth Management first reported a position in Occidental Petroleum in Q1 2019 and held it in 6 quarters.
Keudell/Morrison Wealth Management's Occidental Petroleum position peaked at $551K in Q1 2019.
1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.