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Harbert Fund Advisors’s Occidental Petroleum OXY Stock Holding History

Harbert Fund 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 		– Sell
-15,000
Closed -$773K – 118
2024
Q3 		$773K Buy
+15,000
New +$856K 0.46% 52

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

Harbert Fund Advisors's OXY Position: Q4 2024 in Review

Harbert Fund Advisors sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 15,000 shares — an estimated $773K sold.

Harbert Fund Advisors first reported a position in OXY in Q3 2024 and held it in 1 quarter. The position peaked at $773K in Q3 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Harbert Fund Advisors reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Harbert Fund Advisors sold 15,000 Occidental Petroleum shares in Q4 2024, an estimated $773K.
  • Harbert Fund Advisors first reported a position in Occidental Petroleum in Q3 2024 and held it in 1 quarter.
  • Harbert Fund Advisors's Occidental Petroleum position peaked at $773K in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

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