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Cassady Schiller Wealth Management’s Occidental Petroleum OXY Stock Holding History

Cassady Schiller Wealth 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 		$1.93K Buy
+39
New +$1.97K ﹤0.01% 588
2022
Q1 		– Sell
-17
Closed – – 450
2021
Q4 		$0 Buy
+17
New +$533 ﹤0.01% 622

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

Cassady Schiller Wealth Management's OXY Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Occidental Petroleum (OXY) in Q4 2024: 39 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in OXY as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in OXY in Q4 2021 and has held it in 2 quarters since. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Cassady Schiller Wealth Management held 39 shares of Occidental Petroleum worth $1.93K as of Q4 2024.
  • Occidental Petroleum was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Occidental Petroleum made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #588 holding.
  • Cassady Schiller Wealth Management first reported a position in Occidental Petroleum in Q4 2021 and has held it in 2 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.