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New England Capital Financial Advisors’s Occidental Petroleum OXY Stock Holding History

New England Capital Financial Advisors’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
-52
Closed -$2.59K – 426
2025
Q1 		$2.59K Hold
52
– – ﹤0.01% 302
2024
Q4 		$2.59K Hold
52
– – ﹤0.01% 307
2024
Q3 		$2.7K Hold
52
– – ﹤0.01% 299
2024
Q2 		$3.31K Hold
52
– – ﹤0.01% 296
2024
Q1 		$3.41K Hold
52
– – ﹤0.01% 290
2023
Q4 		$3.13K Hold
52
– – ﹤0.01% 303
2023
Q3 		$3.4K Hold
52
– – ﹤0.01% 292
2023
Q2 		$3.08K Hold
52
– – ﹤0.01% 289
2023
Q1 		$3.27K Buy
+52
New +$3.23K ﹤0.01% 319

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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

New England Capital Financial Advisors's OXY Position: Q2 2025 in Review

New England Capital Financial Advisors sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 52 shares — an estimated $2.59K sold.

New England Capital Financial Advisors first reported a position in OXY in Q1 2023 and held it in 9 quarters. The position peaked at $3.41K in Q1 2024. 1,134 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • New England Capital Financial Advisors reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • New England Capital Financial Advisors sold 52 Occidental Petroleum shares in Q2 2025, an estimated $2.59K.
  • New England Capital Financial Advisors first reported a position in Occidental Petroleum in Q1 2023 and held it in 9 quarters.
  • New England Capital Financial Advisors's Occidental Petroleum position peaked at $3.41K in Q1 2024.
  • 1,134 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on New England Capital Financial Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.