Carson Advisory’s Occidental Petroleum OXY Stock Holding History

Carson Advisory’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	-8,515	Closed	-$439K	–	176
2024 Q3	$439K	Sell	8,515 -2,947	-26%	-$168K	0.28%	88
2024 Q2	$722K	Buy	11,462 +310	+3%	+$19.9K	0.51%	61
2024 Q1	$725K	Hold	11,152	–	–	0.51%	59
2023 Q4	$666K	Hold	11,152	–	–	0.52%	61
2023 Q3	$724K	Sell	11,152 -700	-6%	-$44K	0.63%	48
2023 Q2	$697K	Sell	11,852 -1,600	-12%	-$96K	0.59%	52
2023 Q1	$840K	Buy	+13,452	New	+$836K	0.75%	38

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

Carson Advisory's OXY Position: Q4 2024 in Review

Carson Advisory sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 8,515 shares — an estimated $439K sold.

Carson Advisory first reported a position in OXY in Q1 2023 and held it in 7 quarters. The position peaked at $840K in Q1 2023. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

Carson Advisory reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
Carson Advisory sold 8,515 Occidental Petroleum shares in Q4 2024, an estimated $439K.
Carson Advisory first reported a position in Occidental Petroleum in Q1 2023 and held it in 7 quarters.
Carson Advisory's Occidental Petroleum position peaked at $840K in Q1 2023.
1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Carson Advisory's 13F filing for Q4 2024, filed 13 Feb 2025.