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Secured Retirement Advisors’s Occidental Petroleum OXY Stock Holding History

Secured Retirement 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
-26,516
Closed -$1.31M – 152
2024
Q4 		$1.31M Buy
26,516
+5,942
+29% +$300K 0.75% 54
2024
Q3 		$1.06M Buy
20,574
+1,516
+8% +$86.5K 0.76% 53
2024
Q2 		$1.2M Buy
19,058
+1,850
+11% +$119K 0.94% 43
2024
Q1 		$1.12M Buy
17,208
+3,384
+24% +$202K 0.95% 41
2023
Q4 		$825K Buy
+13,824
New +$844K 0.79% 49

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

Secured Retirement Advisors's OXY Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 26,516 shares — an estimated $1.31M sold.

Secured Retirement Advisors first reported a position in OXY in Q4 2023 and held it in 5 quarters. The position peaked at $1.31M in Q4 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 26,516 Occidental Petroleum shares in Q1 2025, an estimated $1.31M.
  • Secured Retirement Advisors first reported a position in Occidental Petroleum in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's Occidental Petroleum position peaked at $1.31M in Q4 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.