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Burrus Financial Services’s Occidental Petroleum OXY Stock Holding History

Burrus Financial Services’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
Q2 		– Sell
-3,309
Closed -$215K – 10
2024
Q1 		$215K Buy
+3,309
New +$198K 0.11% 10
2023
Q4 		– Sell
-3,291
Closed -$214K – 11
2023
Q3 		$214K Buy
+3,291
New +$207K 0.12% 9
2023
Q2 		– Sell
-3,278
Closed -$205K – 9
2023
Q1 		$205K Buy
3,278
+8
+0.2% +$497 0.12% 8
2022
Q4 		$206K Buy
3,270
+4
+0.1% +$272 0.12% 10
2022
Q3 		$201K Buy
+3,266
New +$209K 0.12% 9

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Burrus Financial Services's OXY Position: Q2 2024 in Review

Burrus Financial Services sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 3,309 shares — an estimated $215K sold.

Burrus Financial Services first reported a position in OXY in Q3 2022 and held it in 5 quarters. The position peaked at $215K in Q1 2024. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • Burrus Financial Services reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • Burrus Financial Services sold 3,309 Occidental Petroleum shares in Q2 2024, an estimated $215K.
  • Burrus Financial Services first reported a position in Occidental Petroleum in Q3 2022 and held it in 5 quarters.
  • Burrus Financial Services's Occidental Petroleum position peaked at $215K in Q1 2024.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Burrus Financial Services's 13F filing for Q2 2024, filed 24 Sep 2025.