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Williams Jones Wealth Management’s Occidental Petroleum OXY Stock Holding History

Williams Jones Wealth Management’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
Q2 		– Sell
-7,180
Closed -$354K – 522
2025
Q1 		$354K Sell
7,180
-2,290
-24% -$112K ﹤0.01% 378
2024
Q4 		$468K Sell
9,470
-110
-1% -$5.56K 0.01% 354
2024
Q3 		$494K Sell
9,580
-10,341
-52% -$590K 0.01% 362
2024
Q2 		$1.26M Sell
19,921
-1,500
-7% -$96.2K 0.02% 235
2024
Q1 		$1.39M Sell
21,421
-21,683
-50% -$1.3M 0.02% 231
2023
Q4 		$2.57M Sell
43,104
-16,505
-28% -$1.01M 0.04% 171
2023
Q3 		$3.87M Buy
59,609
+6,165
+12% +$388K 0.06% 138
2023
Q2 		$3.14M Sell
53,444
-10,324
-16% -$619K 0.05% 156
2023
Q1 		$3.98M Sell
63,768
-1,018
-2% -$63.2K 0.06% 145
2022
Q4 		$4.08M Sell
64,786
-10,644
-14% -$725K 0.07% 146
2022
Q3 		$4.63M Buy
75,430
+4,200
+6% +$269K 0.08% 141
2022
Q2 		$4.19M Buy
+71,230
New +$4.38M 0.07% 152

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Williams Jones Wealth Management's OXY Position: Q2 2025 in Review

Williams Jones Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 7,180 shares — an estimated $354K sold.

Williams Jones Wealth Management first reported a position in OXY in Q2 2022 and held it in 12 quarters. The position peaked at $4.63M in Q3 2022. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Williams Jones Wealth Management reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 7,180 Occidental Petroleum shares in Q2 2025, an estimated $354K.
  • Williams Jones Wealth Management first reported a position in Occidental Petroleum in Q2 2022 and held it in 12 quarters.
  • Williams Jones Wealth Management's Occidental Petroleum position peaked at $4.63M in Q3 2022.
  • 1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Williams Jones Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.