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Legacy Capital Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Legacy Capital Wealth Partners’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
-4,120
Closed -$203K – 384
2025
Q1 		$203K Sell
4,120
-1,000
-20% -$48.8K 0.05% 341
2024
Q4 		$253K Buy
5,120
+1,000
+24% +$50.5K 0.06% 299
2024
Q3 		$212K Buy
+4,120
New +$235K 0.04% 336

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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

Legacy Capital Wealth Partners's OXY Position: Q2 2025 in Review

Legacy Capital Wealth Partners sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 4,120 shares — an estimated $203K sold.

Legacy Capital Wealth Partners first reported a position in OXY in Q3 2024 and held it in 3 quarters. The position peaked at $253K in Q4 2024. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Legacy Capital Wealth Partners reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 4,120 Occidental Petroleum shares in Q2 2025, an estimated $203K.
  • Legacy Capital Wealth Partners first reported a position in Occidental Petroleum in Q3 2024 and held it in 3 quarters.
  • Legacy Capital Wealth Partners's Occidental Petroleum position peaked at $253K in Q4 2024.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.