Intrua Financial’s Occidental Petroleum OXY Stock Holding History

Intrua Financial’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	-4,005	Closed	-$206K	–	383
2024 Q3	$206K	Buy	4,005 +601	+18%	+$34.3K	0.03%	363
2024 Q2	$215K	Sell	3,404 -6,894	-67%	-$442K	0.03%	370
2024 Q1	$669K	Buy	10,298 +5,565	+118%	+$332K	0.1%	192
2023 Q4	$283K	Buy	4,733 +973	+26%	+$59.4K	0.04%	325
2023 Q3	$244K	Sell	3,760 -71	-2%	-$4.47K	0.04%	300
2023 Q2	$225K	Buy	+3,831	New	+$230K	0.04%	324

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

Intrua Financial's OXY Position: Q4 2024 in Review

Intrua Financial sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 4,005 shares — an estimated $206K sold.

Intrua Financial first reported a position in OXY in Q2 2023 and held it in 6 quarters. The position peaked at $669K in Q1 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

Intrua Financial reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
Intrua Financial sold 4,005 Occidental Petroleum shares in Q4 2024, an estimated $206K.
Intrua Financial first reported a position in Occidental Petroleum in Q2 2023 and held it in 6 quarters.
Intrua Financial's Occidental Petroleum position peaked at $669K in Q1 2024.
1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Intrua Financial's 13F filing for Q4 2024, filed 28 May 2025.