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Ironsides Asset Advisors’s Occidental Petroleum OXY Stock Holding History

Ironsides Asset 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
-5,200
Closed -$268K – 73
2024
Q3 		$268K Buy
+5,200
New +$297K 0.08% 65
2015
Q3 		– Sell
-4,918
Closed -$382K – 162
2015
Q2 		$382K Hold
4,918
– – 0.11% 117
2015
Q1 		$358K Sell
4,918
-286
-5% -$22.1K 0.1% 118
2014
Q4 		$419K Sell
5,204
-67
-1% -$5.56K 0.12% 113
2014
Q3 		$486K Sell
5,271
-157
-3% -$15.1K 0.14% 107
2014
Q2 		$534K Buy
+5,428
New +$510K 0.15% 105

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

Ironsides Asset Advisors's OXY Position: Q4 2024 in Review

Ironsides Asset Advisors sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 5,200 shares — an estimated $268K sold.

Ironsides Asset Advisors first reported a position in OXY in Q2 2014 and held it in 6 quarters. The position peaked at $534K in Q2 2014. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Ironsides Asset Advisors reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Ironsides Asset Advisors sold 5,200 Occidental Petroleum shares in Q4 2024, an estimated $268K.
  • Ironsides Asset Advisors first reported a position in Occidental Petroleum in Q2 2014 and held it in 6 quarters.
  • Ironsides Asset Advisors's Occidental Petroleum position peaked at $534K in Q2 2014.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Ironsides Asset Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.