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Legacy Investment Solutions’s Occidental Petroleum OXY Stock Holding History

Legacy Investment Solutions’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 		$22.1K Buy
+525
New +$21.9K 0.01% 232
2024
Q4 		$24.6K Sell
525
-70
-12% -$3.54K 0.02% 191
2024
Q3 		$30.4K Buy
+595
New +$34K 0.02% 160

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

Legacy Investment Solutions's OXY Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Occidental Petroleum (OXY) in Q2 2025: 525 shares worth $22.1K. The stake represents 0.01% of the portfolio and ranks #232 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in OXY as recently as Q4 2024.

Legacy Investment Solutions first reported a position in OXY in Q3 2024 and has held it in 3 quarters since. The position peaked at $30.4K in Q3 2024. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Legacy Investment Solutions held 525 shares of Occidental Petroleum worth $22.1K as of Q2 2025.
  • Occidental Petroleum was a new Legacy Investment Solutions position in Q2 2025.
  • Occidental Petroleum made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #232 holding.
  • Legacy Investment Solutions first reported a position in Occidental Petroleum in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Occidental Petroleum position peaked at $30.4K in Q3 2024.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.