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Concourse Financial Group Securities’s Occidental Petroleum OXY Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-9,004
Closed -$452K – 1454
2024
Q4 		$452K Buy
9,004
+1,750
+24% +$88.4K 0.03% 502
2024
Q3 		$375K Buy
7,254
+2,267
+45% +$129K 0.02% 529
2024
Q2 		$315K Sell
4,987
-75
-1% -$4.81K 0.02% 565
2024
Q1 		$330K Buy
5,062
+304
+6% +$18.2K 0.02% 529
2023
Q4 		$285K Buy
4,758
+55
+1% +$3.36K 0.02% 554
2023
Q3 		$306K Buy
4,703
+180
+4% +$11.3K 0.02% 512
2023
Q2 		$267K Buy
4,523
+165
+4% +$9.9K 0.02% 571
2023
Q1 		$273K Buy
4,358
+3,252
+294% +$202K 0.02% 560
2022
Q4 		$69.8K Buy
1,106
+86
+8% +$5.86K 0.01% 948
2022
Q3 		$63K Buy
1,020
+45
+5% +$2.88K 0.01% 871
2022
Q2 		$58K Buy
975
+52
+6% +$3.19K ﹤0.01% 1024
2022
Q1 		$52K Hold
923
– – ﹤0.01% 1131
2021
Q4 		$27K Hold
923
– – ﹤0.01% 1533
2021
Q3 		$27K Hold
923
– – ﹤0.01% 1550
2021
Q2 		$29K Sell
923
-33
-3% -$885 ﹤0.01% 1521
2021
Q1 		$25K Sell
956
-2,090
-69% -$52.3K ﹤0.01% 1498
2020
Q4 		$53K Sell
3,046
-239
-7% -$3.28K ﹤0.01% 1136
2020
Q3 		$33K Sell
3,285
-3,120
-49% -$44K ﹤0.01% 1203
2020
Q2 		$117K Buy
6,405
+540
+9% +$8.51K 0.01% 674
2020
Q1 		$73K Buy
5,865
+1,654
+39% +$54.3K 0.01% 760
2019
Q4 		$177K Buy
4,211
+2,916
+225% +$117K 0.02% 531
2019
Q3 		$58K Sell
1,295
-4,023
-76% -$190K 0.01% 574
2019
Q2 		$271K Buy
5,318
+2,365
+80% +$133K 0.03% 388
2019
Q1 		$196K Buy
2,953
+611
+26% +$40.3K 0.02% 480
2018
Q4 		$145K Buy
2,342
+1,080
+86% +$75.9K 0.02% 522
2018
Q3 		$105K Buy
+1,262
New +$102K 0.03% 412

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Concourse Financial Group Securities's OXY Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 9,004 shares — an estimated $452K sold.

Concourse Financial Group Securities first reported a position in OXY in Q3 2018 and held it in 26 quarters. The position peaked at $452K in Q4 2024. 1,201 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 9,004 Occidental Petroleum shares in Q1 2025, an estimated $452K.
  • Concourse Financial Group Securities first reported a position in Occidental Petroleum in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Occidental Petroleum position peaked at $452K in Q4 2024.
  • 1,201 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.