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Alta Advisers’s Occidental Petroleum OXY Stock Holding History

Alta Advisers’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
-2,000
Closed -$103K – 335
2024
Q3 		$103K Hold
2,000
– – 0.05% 291
2024
Q2 		$126K Sell
2,000
-500
-20% -$32.1K 0.06% 209
2024
Q1 		$162K Hold
2,500
– – 0.08% 161
2023
Q4 		$149K Hold
2,500
– – 0.08% 164
2023
Q3 		$162K Hold
2,500
– – 0.09% 131
2023
Q2 		$147K Hold
2,500
– – 0.08% 150
2023
Q1 		$156K Hold
2,500
– – 0.09% 134
2022
Q4 		$157K Hold
2,500
– – 0.09% 129
2022
Q3 		$154K Buy
+2,500
New +$160K 0.1% 117
2016
Q2 		– Sell
-69,860
Closed -$4.78M – 19
2016
Q1 		$4.78M Buy
69,860
+32,707
+88% +$2.19M 4.25% 15
2015
Q4 		$2.51M Buy
37,153
+2,406
+7% +$173K 3.7% 19
2015
Q3 		$2.29M Buy
+34,747
New +$2.43M 3.74% 9
2015
Q1 		– Sell
-83,789
Closed -$6.74M – 20
2014
Q4 		$6.74M Buy
83,789
+19,765
+31% +$1.64M 3.3% 7
2014
Q3 		$5.9M Sell
64,024
-2,909
-4% -$279K 2.55% 9
2014
Q2 		$6.58M Buy
66,933
+4,766
+8% +$448K 2.37% 30
2014
Q1 		$5.68M Buy
62,167
+911
+1% +$81.4K 1.9% 34
2013
Q4 		$5.58M Sell
61,256
-2,014
-3% -$184K 1.97% 24
2013
Q3 		$5.67M Buy
63,270
+6,787
+12% +$583K 2% 21
2013
Q2 		$4.83M Buy
+56,483
New +$4.77M 1.88% 29

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 $1.88B AUM 29.07% 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

Alta Advisers's OXY Position: Q4 2024 in Review

Alta Advisers sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 2,000 shares — an estimated $103K sold.

Alta Advisers first reported a position in OXY in Q2 2013 and held it in 19 quarters. The position peaked at $6.74M in Q4 2014. 1,218 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Alta Advisers reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 2,000 Occidental Petroleum shares in Q4 2024, an estimated $103K.
  • Alta Advisers first reported a position in Occidental Petroleum in Q2 2013 and held it in 19 quarters.
  • Alta Advisers's Occidental Petroleum position peaked at $6.74M in Q4 2014.
  • 1,218 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.