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AI-Squared Management’s Occidental Petroleum OXY Stock Holding History

AI-Squared 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
-56,300
Closed -$2.9M – 32
2024
Q3 		$2.9M Buy
+56,300
New +$3.21M 1.47% 17

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

AI-Squared Management's OXY Position: Q4 2024 in Review

AI-Squared Management sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 56,300 shares — an estimated $2.9M sold.

AI-Squared Management first reported a position in OXY in Q3 2024 and held it in 1 quarter. The position peaked at $2.9M in Q3 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • AI-Squared Management reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • AI-Squared Management sold 56,300 Occidental Petroleum shares in Q4 2024, an estimated $2.9M.
  • AI-Squared Management first reported a position in Occidental Petroleum in Q3 2024 and held it in 1 quarter.
  • AI-Squared Management's Occidental Petroleum position peaked at $2.9M in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on AI-Squared Management's 13F filing for Q4 2024, filed 12 Feb 2025.