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Nova Wealth Management’s Occidental Petroleum OXY Stock Holding History

Nova 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
Q2 		– Sell
-8
Closed -$395 – 788
2025
Q1 		$395 Hold
8
– – ﹤0.01% 521
2024
Q4 		$395 Buy
+8
New +$404 ﹤0.01% 357

Other funds holding OXY

Berkshire Hathaway
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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

Nova Wealth Management's OXY Position: Q2 2025 in Review

Nova Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 8 shares — an estimated $395 sold.

Nova Wealth Management first reported a position in OXY in Q4 2024 and held it in 2 quarters. The position peaked at $395 in Q1 2025. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Nova Wealth Management reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Nova Wealth Management sold 8 Occidental Petroleum shares in Q2 2025, an estimated $395.
  • Nova Wealth Management first reported a position in Occidental Petroleum in Q4 2024 and held it in 2 quarters.
  • Nova Wealth Management's Occidental Petroleum position peaked at $395 in Q1 2025.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Nova Wealth Management's 13F filing for Q2 2025, filed 7 Jul 2025.