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

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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. 1,136 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.
1,136 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.