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Northeast Financial Consultants’s Occidental Petroleum OXY Stock Holding History

Northeast Financial Consultants’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
-58,549
Closed -$2.89M – 305
2025
Q1 		$2.89M Buy
58,549
+242
+0.4% +$11.8K 0.13% 89
2024
Q4 		$2.88M Buy
58,307
+441
+0.8% +$22.3K 0.12% 89
2024
Q3 		$2.98M Buy
57,866
+618
+1% +$35.3K 0.13% 87
2024
Q2 		$3.61M Buy
57,248
+183
+0.3% +$11.7K 0.17% 76
2024
Q1 		$3.71M Buy
57,065
+181
+0.3% +$10.8K 0.18% 78
2023
Q4 		$3.4M Buy
56,884
+159
+0.3% +$9.7K 0.19% 80
2023
Q3 		$3.68M Buy
56,725
+172
+0.3% +$10.8K 0.23% 66
2023
Q2 		$3.33M Buy
56,553
+161
+0.3% +$9.66K 0.2% 73
2023
Q1 		$3.52M Buy
56,392
+110
+0.2% +$6.83K 0.23% 66
2022
Q4 		$3.55M Buy
56,282
+109
+0.2% +$7.42K 0.24% 66
2022
Q3 		$3.45M Buy
56,173
+119
+0.2% +$7.62K 0.25% 63
2022
Q2 		$3.3M Buy
56,054
+119
+0.2% +$7.31K 0.23% 69
2022
Q1 		$3.17M Buy
55,935
+15
+0% +$663 0.18% 80
2021
Q4 		$1.62M Buy
55,920
+17
+0% +$533 0.1% 115
2021
Q3 		$1.65M Buy
55,903
+21
+0% +$561 0.11% 112
2021
Q2 		$1.75M Buy
55,882
+22
+0% +$590 0.12% 108
2021
Q1 		$1.49M Buy
55,860
+24
+0% +$600 0.11% 109
2020
Q4 		$967K Buy
55,836
+54
+0.1% +$741 0.08% 138
2020
Q3 		$558K Sell
55,782
-1,514
-3% -$21.3K 0.05% 167
2020
Q2 		$1.05M Buy
57,296
+41,384
+260% +$652K 0.1% 115
2020
Q1 		$184K Buy
15,912
+1,633
+11% +$53.6K 0.02% 246
2019
Q4 		$588K Buy
14,279
+4,216
+42% +$169K 0.05% 169
2019
Q3 		$447K Buy
10,063
+5,965
+146% +$282K 0.05% 192
2019
Q2 		$206K Buy
4,098
+47
+1% +$2.65K 0.02% 306
2019
Q1 		$268K Buy
+4,051
New +$267K 0.03% 249
2014
Q2 		– Sell
-5,741
Closed -$524K – 132
2014
Q1 		$524K Hold
5,741
– – 0.31% 65
2013
Q4 		$523K Buy
+5,741
New +$524K 0.35% 57

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $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

Northeast Financial Consultants's OXY Position: Q2 2025 in Review

Northeast Financial Consultants sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 58,549 shares — an estimated $2.89M sold.

Northeast Financial Consultants first reported a position in OXY in Q4 2013 and held it in 27 quarters. The position peaked at $3.71M in Q1 2024. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Northeast Financial Consultants reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Northeast Financial Consultants sold 58,549 Occidental Petroleum shares in Q2 2025, an estimated $2.89M.
  • Northeast Financial Consultants first reported a position in Occidental Petroleum in Q4 2013 and held it in 27 quarters.
  • Northeast Financial Consultants's Occidental Petroleum position peaked at $3.71M in Q1 2024.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.