Archon Partners’s Occidental Petroleum OXY Stock Holding History

Archon Partners’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	-213,000	Closed	-$11M	–	43
2024 Q3	$11M	Buy	213,000 +13,000	+7%	+$742K	1.27%	28
2024 Q2	$12.6M	Sell	200,000 -10,000	-5%	-$641K	1.62%	23
2024 Q1	$13.6M	Buy	210,000 +56,800	+37%	+$3.39M	1.67%	23
2023 Q4	$9.15M	Sell	153,200 -24,400	-14%	-$1.49M	1.26%	30
2023 Q3	$11.5M	Buy	177,600 +1,100	+0.6%	+$69.2K	1.8%	20
2023 Q2	$10.4M	Buy	176,500 +10,500	+6%	+$630K	1.55%	23
2023 Q1	$10.4M	Buy	166,000 +40,100	+32%	+$2.49M	1.73%	21
2022 Q4	$7.93M	Buy	125,900 +23,900	+23%	+$1.63M	1.43%	27
2022 Q3	$6.27M	Buy	+102,000	New	+$6.53M	1.19%	30

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Archon Partners's OXY Position: Q4 2024 in Review

Archon Partners sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 213,000 shares — an estimated $11M sold.

Archon Partners first reported a position in OXY in Q3 2022 and held it in 9 quarters. The position peaked at $13.6M in Q1 2024. 1,218 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

Archon Partners reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
Archon Partners sold 213,000 Occidental Petroleum shares in Q4 2024, an estimated $11M.
Archon Partners first reported a position in Occidental Petroleum in Q3 2022 and held it in 9 quarters.
Archon Partners's Occidental Petroleum position peaked at $13.6M in Q1 2024.
1,218 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

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