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Pacific Capital Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Pacific Capital Wealth 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
Q1 		– Sell
-739
Closed -$36.5K – 287
2024
Q4 		$36.5K Hold
739
– – 0.01% 173
2024
Q3 		$38.1K Sell
739
-1
-0.1% -$57 0.01% 180
2024
Q2 		$46.6K Buy
740
+1
+0.1% +$64 0.01% 155
2024
Q1 		$48K Buy
+739
New +$44.1K 0.01% 138

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Pacific Capital Wealth Advisors's OXY Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 739 shares — an estimated $36.5K sold.

Pacific Capital Wealth Advisors first reported a position in OXY in Q1 2024 and held it in 4 quarters. The position peaked at $48K in Q1 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 739 Occidental Petroleum shares in Q1 2025, an estimated $36.5K.
  • Pacific Capital Wealth Advisors first reported a position in Occidental Petroleum in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's Occidental Petroleum position peaked at $48K in Q1 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.