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Atlas Financial Advisors’s Occidental Petroleum OXY Stock Holding History

Atlas Financial 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
2024
Q4 		$203K Buy
+4,108
New +$207K 0.32% 38
2023
Q4 		– Sell
-4,082
Closed -$265K – 40
2023
Q3 		$265K Buy
+4,082
New +$257K 0.21% 36

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

Atlas Financial Advisors's OXY Position: Q4 2024 in Review

Atlas Financial Advisors opened a new position in Occidental Petroleum (OXY) in Q4 2024: 4,108 shares worth $203K. The stake represents 0.32% of the portfolio and ranks #38 among its holdings. This is a return to the name: Atlas Financial Advisors previously reported a position in OXY as recently as Q3 2023.

Atlas Financial Advisors first reported a position in OXY in Q3 2023 and has held it in 2 quarters since. The position peaked at $265K in Q3 2023. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Atlas Financial Advisors held 4,108 shares of Occidental Petroleum worth $203K as of Q4 2024.
  • Occidental Petroleum was a new Atlas Financial Advisors position in Q4 2024.
  • Occidental Petroleum made up 0.32% of Atlas Financial Advisors's portfolio in Q4 2024, its #38 holding.
  • Atlas Financial Advisors first reported a position in Occidental Petroleum in Q3 2023 and has held it in 2 quarters since.
  • Atlas Financial Advisors's Occidental Petroleum position peaked at $265K in Q3 2023.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.