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Bison Wealth’s Occidental Petroleum OXY Stock Holding History

Bison Wealth’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
-17,985
Closed -$927K – 395
2024
Q3 		$927K Buy
17,985
+28
+0.2% +$1.6K 0.15% 146
2024
Q2 		$1.17M Hold
17,957
– – 0.19% 125
2024
Q1 		$1.17M Buy
17,957
+12,055
+204% +$720K 0.19% 125
2023
Q4 		$352K Buy
+5,902
New +$360K 0.06% 288
2016
Q1 		– Sell
-8,036
Closed -$542K – 232
2015
Q4 		$542K Buy
+8,036
New +$578K 0.31% 105

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

Bison Wealth's OXY Position: Q4 2024 in Review

Bison Wealth sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 17,985 shares — an estimated $927K sold.

Bison Wealth first reported a position in OXY in Q4 2015 and held it in 5 quarters. The position peaked at $1.17M in Q2 2024. 1,218 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Bison Wealth reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 17,985 Occidental Petroleum shares in Q4 2024, an estimated $927K.
  • Bison Wealth first reported a position in Occidental Petroleum in Q4 2015 and held it in 5 quarters.
  • Bison Wealth's Occidental Petroleum position peaked at $1.17M in Q2 2024.
  • 1,218 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

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