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Laurel Wealth Advisors (North Carolina)’s Occidental Petroleum OXY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-75
Closed -$3.7K – 520
2025
Q1 		$3.7K Hold
75
– – ﹤0.01% 563
2024
Q4 		$3.71K Hold
75
– – ﹤0.01% 585
2024
Q3 		$3.87K Hold
75
– – ﹤0.01% 541
2024
Q2 		$4.73K Sell
75
-850
-92% -$54.5K ﹤0.01% 489
2024
Q1 		$60.1K Buy
925
+850
+1,133% +$50.8K 0.01% 279
2023
Q4 		$4.48K Sell
75
-100
-57% -$6.1K ﹤0.01% 464
2023
Q3 		$11.4K Buy
175
+100
+133% +$6.29K ﹤0.01% 396
2023
Q2 		$4.41K Hold
75
– – ﹤0.01% 463
2023
Q1 		$4.68K Hold
75
– – ﹤0.01% 461
2022
Q4 		$4.72K Hold
75
– – ﹤0.01% 437
2022
Q3 		$5K Hold
75
– – ﹤0.01% 430
2022
Q2 		$4K Hold
75
– – ﹤0.01% 474
2022
Q1 		$4K Hold
75
– – ﹤0.01% 509
2021
Q4 		$2K Hold
75
– – ﹤0.01% 593
2021
Q3 		$2K Hold
75
– – ﹤0.01% 605
2021
Q2 		$2K Hold
75
– – ﹤0.01% 679
2021
Q1 		$2K Hold
75
– – ﹤0.01% 615
2020
Q4 		$1K Hold
75
– – ﹤0.01% 574
2020
Q3 		$1K Hold
75
– – ﹤0.01% 513
2020
Q2 		$1K Hold
75
– – ﹤0.01% 500
2020
Q1 		$1K Hold
75
– – ﹤0.01% 497
2019
Q4 		$3K Buy
+75
New +$3K ﹤0.01% 479

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

Laurel Wealth Advisors (North Carolina)'s OXY Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 75 shares — an estimated $3.7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in OXY in Q4 2019 and held it in 22 quarters. The position peaked at $60.1K in Q1 2024. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 75 Occidental Petroleum shares in Q2 2025, an estimated $3.7K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Occidental Petroleum in Q4 2019 and held it in 22 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Occidental Petroleum position peaked at $60.1K in Q1 2024.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.