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Circle Wealth Management’s Occidental Petroleum OXY Stock Holding History

Circle 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 		– Sell
-5,454
Closed -$281K – 223
2024
Q3 		$281K Buy
5,454
+169
+3% +$9.64K 0.01% 202
2024
Q2 		$333K Sell
5,285
-655
-11% -$42K 0.01% 188
2024
Q1 		$386K Buy
+5,940
New +$355K 0.01% 160
2019
Q4 		– Sell
-5,534
Closed -$246K – 197
2019
Q3 		$246K Buy
+5,534
New +$262K 0.05% 144

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

Circle Wealth Management's OXY Position: Q4 2024 in Review

Circle Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 5,454 shares — an estimated $281K sold.

Circle Wealth Management first reported a position in OXY in Q3 2019 and held it in 4 quarters. The position peaked at $386K in Q1 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Circle Wealth Management reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Circle Wealth Management sold 5,454 Occidental Petroleum shares in Q4 2024, an estimated $281K.
  • Circle Wealth Management first reported a position in Occidental Petroleum in Q3 2019 and held it in 4 quarters.
  • Circle Wealth Management's Occidental Petroleum position peaked at $386K in Q1 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Circle Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.