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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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. 1,136 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.
1,136 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.