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White Knight Strategic Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

White Knight Strategic 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
Q1 		– Sell
-6,136
Closed -$303K – 98
2024
Q4 		$303K Buy
+6,136
New +$310K 0.13% 98

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

White Knight Strategic Wealth Advisors's OXY Position: Q1 2025 in Review

White Knight Strategic Wealth Advisors sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 6,136 shares — an estimated $303K sold.

White Knight Strategic Wealth Advisors first reported a position in OXY in Q4 2024 and held it in 1 quarter. The position peaked at $303K in Q4 2024. 1,204 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • White Knight Strategic Wealth Advisors reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • White Knight Strategic Wealth Advisors sold 6,136 Occidental Petroleum shares in Q1 2025, an estimated $303K.
  • White Knight Strategic Wealth Advisors first reported a position in Occidental Petroleum in Q4 2024 and held it in 1 quarter.
  • White Knight Strategic Wealth Advisors's Occidental Petroleum position peaked at $303K in Q4 2024.
  • 1,204 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.