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Legacy Wealth Asset Management’s Occidental Petroleum OXY Stock Holding History

Legacy Wealth Asset 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
Q3 		– Sell
-13,629
Closed -$573K – 374
2025
Q2 		$573K Buy
13,629
+184
+1% +$7.69K 0.15% 223
2025
Q1 		$664K Buy
13,445
+612
+5% +$29.9K 0.18% 176
2024
Q4 		$634K Sell
12,833
-773
-6% -$39K 0.17% 186
2024
Q3 		$701K Buy
13,606
+149
+1% +$8.5K 0.19% 168
2024
Q2 		$848K Sell
13,457
-2,627
-16% -$168K 0.24% 109
2024
Q1 		$1.05M Buy
16,084
+198
+1% +$11.8K 0.29% 94
2023
Q4 		$949K Sell
15,886
-155
-1% -$9.46K 0.31% 94
2023
Q3 		$1.04M Sell
16,041
-38
-0.2% -$2.39K 0.38% 81
2023
Q2 		$945K Buy
16,079
+2,675
+20% +$160K 0.33% 85
2023
Q1 		$837K Sell
13,404
-107
-0.8% -$6.65K 0.3% 97
2022
Q4 		$851K Sell
13,511
-84
-0.6% -$5.72K 0.32% 97
2022
Q3 		$835K Sell
13,595
-10,160
-43% -$650K 0.37% 87
2022
Q2 		$1.4M Sell
23,755
-8,865
-27% -$545K 0.57% 34
2022
Q1 		$1.85M Sell
32,620
-1,827
-5% -$80.8K 0.66% 25
2021
Q4 		$999K Sell
34,447
-772
-2% -$24.2K 0.34% 109
2021
Q3 		$1.04M Buy
35,219
+369
+1% +$9.85K 0.48% 57
2021
Q2 		$1.09M Sell
34,850
-8,234
-19% -$221K 0.48% 51
2021
Q1 		$1.15M Sell
43,084
-659
-2% -$16.5K 0.53% 38
2020
Q4 		$757K Buy
+43,743
New +$600K 0.38% 94

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Legacy Wealth Asset Management's OXY Position: Q3 2025 in Review

Legacy Wealth Asset Management sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 13,629 shares — an estimated $573K sold.

Legacy Wealth Asset Management first reported a position in OXY in Q4 2020 and held it in 19 quarters. The position peaked at $1.85M in Q1 2022. 1,153 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • Legacy Wealth Asset Management reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 13,629 Occidental Petroleum shares in Q3 2025, an estimated $573K.
  • Legacy Wealth Asset Management first reported a position in Occidental Petroleum in Q4 2020 and held it in 19 quarters.
  • Legacy Wealth Asset Management's Occidental Petroleum position peaked at $1.85M in Q1 2022.
  • 1,153 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2025, filed 14 Oct 2025.