SWC
OXY icon

Spectrum Wealth Counsel’s Occidental Petroleum OXY Stock Holding History

Spectrum Wealth Counsel’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 		$50.3K Buy
1,020
+1,000
+5,000% +$48.8K 0.01% 169
2024
Q4 		$989 Hold
20
– – ﹤0.01% 338
2024
Q3 		$1.03K Buy
+20
New +$1.14K ﹤0.01% 363

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

Spectrum Wealth Counsel's OXY Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Occidental Petroleum (OXY) stake by 5,000% in Q1 2025, buying an estimated $48.8K and bringing the position to 1,020 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #169.

Spectrum Wealth Counsel first reported a position in OXY in Q3 2024 and has held it in 3 quarters since. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Spectrum Wealth Counsel held 1,020 shares of Occidental Petroleum worth $50.3K as of Q1 2025.
  • Spectrum Wealth Counsel bought 1,000 Occidental Petroleum shares in Q1 2025, an estimated $48.8K.
  • Occidental Petroleum made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #169 holding.
  • Spectrum Wealth Counsel first reported a position in Occidental Petroleum in Q3 2024 and has held it in 3 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.