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Pathway Financial Advisers’s Occidental Petroleum OXY Stock Holding History

Pathway Financial Advisers’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
-130
Closed -$6.4K – 336
2024
Q4 		$6.4K Buy
130
+30
+30% +$1.51K ﹤0.01% 386
2024
Q3 		$5.15K Hold
100
– – ﹤0.01% 328
2024
Q2 		$6.27K Buy
+100
New +$6.41K ﹤0.01% 377
2023
Q1 		$5.06K Buy
+81
New +$5.03K ﹤0.01% 436

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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

Pathway Financial Advisers's OXY Position: Q1 2025 in Review

Pathway Financial Advisers sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 130 shares — an estimated $6.4K sold.

Pathway Financial Advisers first reported a position in OXY in Q1 2023 and held it in 4 quarters. The position peaked at $6.4K in Q4 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Pathway Financial Advisers reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 130 Occidental Petroleum shares in Q1 2025, an estimated $6.4K.
  • Pathway Financial Advisers first reported a position in Occidental Petroleum in Q1 2023 and held it in 4 quarters.
  • Pathway Financial Advisers's Occidental Petroleum position peaked at $6.4K in Q4 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.