Finivi Inc’s Occidental Petroleum OXY Stock Holding History

Finivi Inc’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 Q1	–	Sell	-4,756	Closed	-$284K	–	96
2023 Q4	$284K	Buy	+4,756	New	+$290K	0.28%	74
2021 Q4	$498K	Buy	+17,188	New	+$539K	0.53%	47

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Finivi Inc's OXY Position: Q1 2024 in Review

Finivi Inc sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 4,756 shares — an estimated $284K sold.

Finivi Inc first reported a position in OXY in Q4 2021 and held it in 2 quarters. The position peaked at $498K in Q4 2021. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

Finivi Inc reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
Finivi Inc sold 4,756 Occidental Petroleum shares in Q1 2024, an estimated $284K.
Finivi Inc first reported a position in Occidental Petroleum in Q4 2021 and held it in 2 quarters.
Finivi Inc's Occidental Petroleum position peaked at $498K in Q4 2021.
1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Finivi Inc's 13F filing for Q1 2024, filed 19 Dec 2025.