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Householder Group Estate & Retirement Specialist’s Occidental Petroleum OXY Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$4K Sell
100
-345
-78% -$17.4K ﹤0.01% 443
2024
Q3 		$22K Hold
445
– – 0.01% 666
2024
Q2 		$28K Buy
445
+45
+11% +$2.89K 0.01% 596
2024
Q1 		$26K Buy
400
+100
+33% +$5.97K 0.01% 612
2023
Q4 		$17K Hold
300
– – 0.01% 668
2023
Q3 		$19.5K Buy
+300
New +$18.9K 0.01% 652
2023
Q1 		$24K Buy
+384
New +$23.9K 0.01% 605
2022
Q4 		– Sell
-84
Closed -$5K – 856
2022
Q3 		$5K Buy
+84
New +$5.38K ﹤0.01% 865

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's OXY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Occidental Petroleum (OXY) stake by 78% in Q4 2024, selling an estimated $17.4K and leaving 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Householder Group Estate & Retirement Specialist first reported a position in OXY in Q3 2022 and has held it in 8 quarters since. The position peaked at $28K in Q2 2024. 1,218 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 100 shares of Occidental Petroleum worth $4K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 345 Occidental Petroleum shares in Q4 2024, an estimated $17.4K.
  • Occidental Petroleum made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #443 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Occidental Petroleum in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Occidental Petroleum position peaked at $28K in Q2 2024.
  • 1,218 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.