IAG Wealth Partners’s Occidental Petroleum OXY Stock Holding History

IAG Wealth Partners’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	-4,000	Closed	-$206K	–	532
2024 Q3	$206K	Hold	4,000	–	–	0.04%	97
2024 Q2	$252K	Hold	4,000	–	–	0.05%	84
2024 Q1	$260K	Hold	4,000	–	–	0.06%	81
2023 Q4	$239K	Hold	4,000	–	–	0.05%	76
2023 Q3	$260K	Hold	4,000	–	–	0.07%	72
2023 Q2	$235K	Hold	4,000	–	–	0.06%	78
2023 Q1	$250K	Buy	+4,000	New	+$249K	0.07%	65

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAG Wealth Partners's OXY Position: Q4 2024 in Review

IAG Wealth Partners sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 4,000 shares — an estimated $206K sold.

IAG Wealth Partners first reported a position in OXY in Q1 2023 and held it in 7 quarters. The position peaked at $260K in Q1 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

IAG Wealth Partners reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
IAG Wealth Partners sold 4,000 Occidental Petroleum shares in Q4 2024, an estimated $206K.
IAG Wealth Partners first reported a position in Occidental Petroleum in Q1 2023 and held it in 7 quarters.
IAG Wealth Partners's Occidental Petroleum position peaked at $260K in Q1 2024.
1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.