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Mowery & Schoenfeld Wealth Management’s Occidental Petroleum OXY Stock Holding History

Mowery & Schoenfeld 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
-1
Closed -$50 – 537
2024
Q4 		$50 Buy
+1
New +$51 ﹤0.01% 487

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Mowery & Schoenfeld Wealth Management's OXY Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 1 share — an estimated $50 sold.

Mowery & Schoenfeld Wealth Management first reported a position in OXY in Q4 2024 and held it in 1 quarter. The position peaked at $50 in Q4 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1 Occidental Petroleum share in Q1 2025, an estimated $50.
  • Mowery & Schoenfeld Wealth Management first reported a position in Occidental Petroleum in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Occidental Petroleum position peaked at $50 in Q4 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.