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Briaud Financial Planning’s Occidental Petroleum OXY Stock Holding History

Briaud Financial Planning’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
-494
Closed -$25K – 202
2024
Q3 		$25K Buy
494
+29
+6% +$1.66K 0.01% 87
2024
Q2 		$29K Buy
465
+24
+5% +$1.54K 0.02% 79
2024
Q1 		$29K Buy
+441
New +$26.3K 0.02% 74
2023
Q4 		– Sell
-404
Closed -$26K – 117
2023
Q3 		$26K Buy
+404
New +$25.4K 0.02% 78

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

Briaud Financial Planning's OXY Position: Q4 2024 in Review

Briaud Financial Planning sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 494 shares — an estimated $25K sold.

Briaud Financial Planning first reported a position in OXY in Q3 2023 and held it in 4 quarters. The position peaked at $29K in Q2 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Briaud Financial Planning reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Briaud Financial Planning sold 494 Occidental Petroleum shares in Q4 2024, an estimated $25K.
  • Briaud Financial Planning first reported a position in Occidental Petroleum in Q3 2023 and held it in 4 quarters.
  • Briaud Financial Planning's Occidental Petroleum position peaked at $29K in Q2 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Briaud Financial Planning's 13F filing for Q4 2024, filed 7 Feb 2025.