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HBC Financial Services’s Occidental Petroleum OXY Stock Holding History

HBC Financial Services’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 		$101K Sell
2,060
-16,000
-89% -$808K 0.06% 48
2024
Q3 		$906K Buy
18,060
+16,000
+777% +$913K 0.55% 13
2024
Q2 		$123K Buy
2,060
+2,000
+3,333% +$128K 0.08% 44
2024
Q1 		$3K Hold
60
– – ﹤0.01% 133
2023
Q4 		$3K Sell
60
-134
-69% -$8.18K ﹤0.01% 133
2023
Q3 		$16K Buy
194
+1
+0.5% +$63 0.01% 102
2023
Q2 		$17K Hold
193
– – 0.01% 94
2023
Q1 		$14K Buy
193
+69
+56% +$4.29K 0.01% 125
2022
Q4 		$12K Sell
124
-97
-44% -$6.61K 0.01% 108
2022
Q3 		$5K Buy
221
+161
+268% +$10.3K ﹤0.01% 128
2022
Q2 		$3K Hold
60
– – ﹤0.01% 146
2022
Q1 		$3K Sell
60
-40
-40% -$1.77K ﹤0.01% 143
2021
Q4 		$2K Hold
100
– – ﹤0.01% 154
2021
Q3 		$3K Sell
100
-100
-50% -$2.67K ﹤0.01% 136
2021
Q2 		$4K Hold
200
– – ﹤0.01% 141
2021
Q1 		$4.97K Buy
+200
New +$5K ﹤0.01% 140

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HBC Financial Services's OXY Position: Q4 2024 in Review

HBC Financial Services reduced its Occidental Petroleum (OXY) stake by 89% in Q4 2024, selling an estimated $808K and leaving 2,060 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #48.

HBC Financial Services first reported a position in OXY in Q1 2021 and has held it in 16 quarters since. The position peaked at $906K in Q3 2024. 1,220 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • HBC Financial Services held 2,060 shares of Occidental Petroleum worth $101K as of Q4 2024.
  • HBC Financial Services sold 16,000 Occidental Petroleum shares in Q4 2024, an estimated $808K.
  • Occidental Petroleum made up 0.06% of HBC Financial Services's portfolio in Q4 2024, its #48 holding.
  • HBC Financial Services first reported a position in Occidental Petroleum in Q1 2021 and has held it in 16 quarters since.
  • HBC Financial Services's Occidental Petroleum position peaked at $906K in Q3 2024.
  • 1,220 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.