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Wingate Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Wingate 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
-51
Closed -$2.52K – 317
2024
Q4 		$2.52K Buy
+51
New +$2.58K ﹤0.01% 421

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State Street
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Geode Capital Management
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HHII
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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

Wingate Wealth Advisors's OXY Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 51 shares — an estimated $2.52K sold.

Wingate Wealth Advisors first reported a position in OXY in Q4 2024 and held it in 1 quarter. The position peaked at $2.52K in Q4 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 51 Occidental Petroleum shares in Q1 2025, an estimated $2.52K.
  • Wingate Wealth Advisors first reported a position in Occidental Petroleum in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Occidental Petroleum position peaked at $2.52K in Q4 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.