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Catawba River Capital’s Occidental Petroleum OXY Stock Holding History

Catawba River Capital’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
-95,472
Closed -$4.92M – 20
2024
Q3 		$4.92M Sell
95,472
-22,094
-19% -$1.26M 3.11% 15
2024
Q2 		$7.41M Sell
117,566
-102,600
-47% -$6.58M 4.48% 12
2024
Q1 		$14.3M Buy
+220,166
New +$13.2M 8.33% 3

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Catawba River Capital's OXY Position: Q4 2024 in Review

Catawba River Capital sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 95,472 shares — an estimated $4.92M sold.

Catawba River Capital first reported a position in OXY in Q1 2024 and held it in 3 quarters. The position peaked at $14.3M in Q1 2024. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Catawba River Capital reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Catawba River Capital sold 95,472 Occidental Petroleum shares in Q4 2024, an estimated $4.92M.
  • Catawba River Capital first reported a position in Occidental Petroleum in Q1 2024 and held it in 3 quarters.
  • Catawba River Capital's Occidental Petroleum position peaked at $14.3M in Q1 2024.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Catawba River Capital's 13F filing for Q4 2024, filed 29 Jan 2025.