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Wealth Advisory Solutions’s Occidental Petroleum OXY Stock Holding History

Wealth Advisory Solutions’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
-25,741
Closed -$1.27M – 149
2024
Q4 		$1.27M Sell
25,741
-130,306
-84% -$6.58M 0.36% 59
2024
Q3 		$8.04M Sell
156,047
-14,254
-8% -$813K 2.21% 11
2024
Q2 		$10.7M Buy
170,301
+1,557
+0.9% +$99.8K 2.91% 8
2024
Q1 		$11M Buy
168,744
+25,869
+18% +$1.55M 2.84% 8
2023
Q4 		$8.53M Sell
142,875
-143,168
-50% -$8.74M 2.98% 10
2023
Q3 		$17.8M Buy
286,043
+138,956
+94% +$8.74M 3.49% 6
2023
Q2 		$8.65M Sell
147,087
-951
-0.6% -$57.1K 2.3% 12
2023
Q1 		$9.24M Buy
148,038
+89,465
+153% +$5.56M 2.46% 8
2022
Q4 		$3.69M Buy
58,573
+4,997
+9% +$340K 0.99% 27
2022
Q3 		$3.29M Buy
+53,576
New +$3.43M 0.91% 35
2021
Q2 		– Sell
-33,000
Closed -$827K – 190
2021
Q1 		$827K Buy
+33,000
New +$826K 0.62% 34

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

Wealth Advisory Solutions's OXY Position: Q1 2025 in Review

Wealth Advisory Solutions sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 25,741 shares — an estimated $1.27M sold.

Wealth Advisory Solutions first reported a position in OXY in Q1 2021 and held it in 11 quarters. The position peaked at $17.8M in Q3 2023. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Wealth Advisory Solutions reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Wealth Advisory Solutions sold 25,741 Occidental Petroleum shares in Q1 2025, an estimated $1.27M.
  • Wealth Advisory Solutions first reported a position in Occidental Petroleum in Q1 2021 and held it in 11 quarters.
  • Wealth Advisory Solutions's Occidental Petroleum position peaked at $17.8M in Q3 2023.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Wealth Advisory Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.