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MOKAN Wealth Management’s Occidental Petroleum OXY Stock Holding History

MOKAN Wealth 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
Q1 		– Sell
-8,585
Closed -$424K – 78
2024
Q4 		$424K Buy
+8,585
New +$434K 0.27% 66

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HHII
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

MOKAN Wealth Management's OXY Position: Q1 2025 in Review

MOKAN Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 8,585 shares — an estimated $424K sold.

MOKAN Wealth Management first reported a position in OXY in Q4 2024 and held it in 1 quarter. The position peaked at $424K in Q4 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • MOKAN Wealth Management reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • MOKAN Wealth Management sold 8,585 Occidental Petroleum shares in Q1 2025, an estimated $424K.
  • MOKAN Wealth Management first reported a position in Occidental Petroleum in Q4 2024 and held it in 1 quarter.
  • MOKAN Wealth Management's Occidental Petroleum position peaked at $424K in Q4 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on MOKAN Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.