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Geller Advisors’s Occidental Petroleum OXY Stock Holding History

Geller 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 		$447K Buy
9,006
+34
+0.4% +$1.72K 0.03% 146
2024
Q3 		$464K Buy
+8,972
New +$512K 0.03% 145

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

Geller Advisors's OXY Position: Q4 2024 in Review

Geller Advisors increased its Occidental Petroleum (OXY) stake by 0.38% in Q4 2024, buying an estimated $1.72K and bringing the position to 9,006 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #146.

Geller Advisors first reported a position in OXY in Q3 2024 and has held it in 2 quarters since. The position peaked at $464K in Q3 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Geller Advisors held 9,006 shares of Occidental Petroleum worth $447K as of Q4 2024.
  • Geller Advisors bought 34 Occidental Petroleum shares in Q4 2024, an estimated $1.72K.
  • Occidental Petroleum made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #146 holding.
  • Geller Advisors first reported a position in Occidental Petroleum in Q3 2024 and has held it in 2 quarters since.
  • Geller Advisors's Occidental Petroleum position peaked at $464K in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.