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Accel Wealth Management’s Occidental Petroleum OXY Stock Holding History

Accel 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
2024
Q4 		– Sell
-51,166
Closed -$2.64M – 261
2024
Q3 		$2.64M Buy
51,166
+23
+0% +$1.31K 0.98% 23
2024
Q2 		$3.22M Buy
51,143
+2
+0% +$128 1.29% 18
2024
Q1 		$3.32M Sell
51,141
-3
-0% -$179 1.41% 16
2023
Q4 		$3.05M Sell
51,144
-1,153
-2% -$70.4K 1.53% 15
2023
Q3 		$3.39M Buy
52,297
+19
+0% +$1.2K 1.89% 11
2023
Q2 		$3.07M Buy
52,278
+51,349
+5,527% +$3.08M 1.69% 13
2023
Q1 		$58K Buy
929
+2
+0.2% +$124 0.02% 447
2022
Q4 		$58.4K Buy
927
+276
+42% +$18.8K 0.03% 329
2022
Q3 		$43K Buy
651
+600
+1,176% +$38.4K 0.02% 403
2022
Q2 		$3K Hold
51
– – ﹤0.01% 861
2022
Q1 		$3K Hold
51
– – ﹤0.01% 857
2021
Q4 		$1K Buy
51
+41
+410% +$1.29K ﹤0.01% 908
2021
Q3 		$0 Hold
10
– – ﹤0.01% 868
2021
Q2 		$0 Hold
10
– – ﹤0.01% 919
2021
Q1 		$0 Hold
10
– – ﹤0.01% 894
2020
Q4 		$0 Buy
+10
New +$137 ﹤0.01% 842

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accel Wealth Management's OXY Position: Q4 2024 in Review

Accel Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 51,166 shares — an estimated $2.64M sold.

Accel Wealth Management first reported a position in OXY in Q4 2020 and held it in 16 quarters. The position peaked at $3.39M in Q3 2023. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Accel Wealth Management reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Accel Wealth Management sold 51,166 Occidental Petroleum shares in Q4 2024, an estimated $2.64M.
  • Accel Wealth Management first reported a position in Occidental Petroleum in Q4 2020 and held it in 16 quarters.
  • Accel Wealth Management's Occidental Petroleum position peaked at $3.39M in Q3 2023.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Accel Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.