JSL
OXY icon

JT Stratford LLC’s Occidental Petroleum OXY Stock Holding History

JT Stratford LLC’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
-4,980
Closed -$257K – 321
2024
Q3 		$257K Buy
+4,980
New +$284K 0.04% 248
2023
Q4 		– Sell
-3,737
Closed -$242K – 256
2023
Q3 		$242K Sell
3,737
-698
-16% -$43.9K 0.06% 211
2023
Q2 		$261K Buy
+4,435
New +$266K 0.07% 208
2022
Q4 		– Sell
-3,795
Closed -$233K – 219
2022
Q3 		$233K Buy
3,795
+248
+7% +$15.9K 0.08% 172
2022
Q2 		$209K Buy
+3,547
New +$218K 0.07% 197

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

JT Stratford LLC's OXY Position: Q4 2024 in Review

JT Stratford LLC sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 4,980 shares — an estimated $257K sold.

JT Stratford LLC first reported a position in OXY in Q2 2022 and held it in 5 quarters. The position peaked at $261K in Q2 2023. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • JT Stratford LLC reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • JT Stratford LLC sold 4,980 Occidental Petroleum shares in Q4 2024, an estimated $257K.
  • JT Stratford LLC first reported a position in Occidental Petroleum in Q2 2022 and held it in 5 quarters.
  • JT Stratford LLC's Occidental Petroleum position peaked at $261K in Q2 2023.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on JT Stratford LLC's 13F filing for Q4 2024, filed 18 Feb 2025.