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Criterion Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Criterion Capital Advisors’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 		$35.9K Hold
570
– – 0.02% 160
2024
Q3 		$35.9K Hold
570
– – 0.02% 160
2024
Q2 		$35.9K Hold
570
– – 0.02% 160
2024
Q1 		$37K Hold
570
– – 0.02% 161
2023
Q4 		$34K Buy
+570
New +$34.8K 0.02% 170

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

Criterion Capital Advisors's OXY Position: Q4 2024 in Review

Criterion Capital Advisors held its Occidental Petroleum (OXY) position steady in Q4 2024 at 570 shares worth $35.9K. The position accounts for 0.02% of the portfolio, ranked #160.

Criterion Capital Advisors first reported a position in OXY in Q4 2023 and has held it in 5 quarters since. The position peaked at $37K in Q1 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Criterion Capital Advisors held 570 shares of Occidental Petroleum worth $35.9K as of Q4 2024.
  • Criterion Capital Advisors left its Occidental Petroleum share count unchanged in Q4 2024.
  • Occidental Petroleum made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #160 holding.
  • Criterion Capital Advisors first reported a position in Occidental Petroleum in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Occidental Petroleum position peaked at $37K in Q1 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.