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Gilliland Jeter Wealth Management’s Occidental Petroleum OXY Stock Holding History

Gilliland Jeter Wealth Management’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
-2,379
Closed -$123K – 502
2024
Q3 		$123K Sell
2,379
-216
-8% -$12.3K 0.04% 207
2024
Q2 		$164K Buy
2,595
+1
+0% +$64 0.06% 177
2024
Q1 		$169K Buy
+2,594
New +$155K 0.06% 174

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

Gilliland Jeter Wealth Management's OXY Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 2,379 shares — an estimated $123K sold.

Gilliland Jeter Wealth Management first reported a position in OXY in Q1 2024 and held it in 3 quarters. The position peaked at $169K in Q1 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 2,379 Occidental Petroleum shares in Q4 2024, an estimated $123K.
  • Gilliland Jeter Wealth Management first reported a position in Occidental Petroleum in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Occidental Petroleum position peaked at $169K in Q1 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.