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Prevail Innovative Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Prevail Innovative 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
Q3 		– Sell
-130,221
Closed -$5.47M – 229
2025
Q2 		$5.47M Buy
+130,221
New +$5.44M 1.23% 18

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Prevail Innovative Wealth Advisors's OXY Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 130,221 shares — an estimated $5.47M sold.

Prevail Innovative Wealth Advisors first reported a position in OXY in Q2 2025 and held it in 1 quarter. The position peaked at $5.47M in Q2 2025. 1,152 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 130,221 Occidental Petroleum shares in Q3 2025, an estimated $5.47M.
  • Prevail Innovative Wealth Advisors first reported a position in Occidental Petroleum in Q2 2025 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Occidental Petroleum position peaked at $5.47M in Q2 2025.
  • 1,152 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.