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First Trust Direct Indexing’s Occidental Petroleum OXY Stock Holding History

First Trust Direct Indexing’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
-20,042
Closed -$1.03M – 643
2024
Q3 		$1.03M Sell
20,042
-3,115
-13% -$178K 0.06% 335
2024
Q2 		$1.46M Buy
23,157
+2,402
+12% +$154K 0.09% 230
2024
Q1 		$1.35M Buy
20,755
+1,865
+10% +$111K 0.1% 225
2023
Q4 		$1.13M Buy
18,890
+3,057
+19% +$187K 0.1% 234
2023
Q3 		$1.03M Buy
15,833
+1,127
+8% +$70.9K 0.12% 191
2023
Q2 		$865K Buy
14,706
+3,915
+36% +$235K 0.1% 249
2023
Q1 		$674K Sell
10,791
-384
-3% -$23.9K 0.08% 316
2022
Q4 		$704K Sell
11,175
-115
-1% -$7.83K 0.09% 283
2022
Q3 		$694K Sell
11,290
-486
-4% -$31.1K 0.1% 265
2022
Q2 		$693K Hold
11,776
– – 0.1% 272
2022
Q1 		$668K Buy
11,776
+28
+0.2% +$1.24K 0.08% 306
2021
Q4 		$341K Sell
11,748
-2,550
-18% -$80K 0.04% 464
2021
Q3 		$423K Sell
14,298
-210
-1% -$5.61K 0.06% 384
2021
Q2 		$454K Buy
14,508
+4,352
+43% +$117K 0.07% 346
2021
Q1 		$270K Sell
10,156
-14,595
-59% -$365K 0.07% 324
2020
Q4 		$732K Buy
+24,751
New +$339K 0.2% 128

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

First Trust Direct Indexing's OXY Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 20,042 shares — an estimated $1.03M sold.

First Trust Direct Indexing first reported a position in OXY in Q4 2020 and held it in 16 quarters. The position peaked at $1.46M in Q2 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 20,042 Occidental Petroleum shares in Q4 2024, an estimated $1.03M.
  • First Trust Direct Indexing first reported a position in Occidental Petroleum in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Occidental Petroleum position peaked at $1.46M in Q2 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.