CAAS Capital Management’s Occidental Petroleum OXY Stock Holding History

CAAS Capital Management’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	-3,800	Closed	-$196K	–	499
2024 Q3	$196K	Buy	+3,800	New	+$217K	0.02%	318
2022 Q4	–	Sell	-59,800	Closed	-$3.67M	–	929
2022 Q3	$3.67M	Sell	59,800 -136,500	-70%	-$8.74M	0.18%	173
2022 Q2	$11.6M	Buy	+196,300	New	+$12.1M	0.58%	31
2021 Q4	–	Sell	-500	Closed	-$15K	–	994
2021 Q3	$15K	Hold	500	–	–	﹤0.01%	896
2021 Q2	$16K	Sell	500 -104,500	-100%	-$2.8M	﹤0.01%	1010
2021 Q1	$2.79M	Sell	105,000 -245,000	-70%	-$6.13M	0.03%	511
2020 Q4	$6.06M	Hold	350,000	–	–	0.06%	287
2020 Q3	$3.5M	Hold	350,000	–	–	0.08%	196
2020 Q2	$6.41M	Buy	+350,000	New	+$5.51M	0.21%	111

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $481B AUM 30.42% 1-Year Est. Return

CAAS Capital Management's OXY Position: Q4 2024 in Review

CAAS Capital Management sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 2,000 shares — an estimated $103K sold.

CAAS Capital Management first reported a position in OXY in Q2 2020 and held it in 3 quarters. The position peaked at $1.65M in Q2 2020. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

CAAS Capital Management reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
CAAS Capital Management sold 2,000 Occidental Petroleum shares in Q4 2024, an estimated $103K.
CAAS Capital Management first reported a position in Occidental Petroleum in Q2 2020 and held it in 3 quarters.
CAAS Capital Management's Occidental Petroleum position peaked at $1.65M in Q2 2020.
1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on CAAS Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.