Keene & Associates’s Occidental Petroleum OXY Stock Holding History

Keene & Associates’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	$513K	Buy	10,389 +1,250	+14%	+$63.1K	0.41%	50
2024 Q3	$471K	Buy	9,139 +567	+7%	+$32.4K	0.36%	52
2024 Q2	$540K	Buy	8,572 +777	+10%	+$49.8K	0.44%	41
2024 Q1	$507K	Buy	7,795 +958	+14%	+$57.2K	0.38%	52
2023 Q4	$408K	Buy	6,837 +690	+11%	+$42.1K	0.34%	58
2023 Q3	$399K	Buy	6,147 +565	+10%	+$35.5K	0.32%	55
2023 Q2	$328K	Buy	5,582 +430	+8%	+$25.8K	0.25%	59
2023 Q1	$322K	Buy	5,152 +437	+9%	+$27.1K	0.25%	63
2022 Q4	$297K	Sell	4,715 -851	-15%	-$58K	0.27%	59
2022 Q3	$342K	Sell	5,566 -47	-0.8%	-$3.01K	0.31%	46
2022 Q2	$330K	Sell	5,613 -285	-5%	-$17.5K	0.31%	51
2022 Q1	$335K	Sell	5,898 -12,072	-67%	-$534K	0.27%	62
2021 Q4	$521K	Buy	+17,970	New	+$564K	0.45%	46

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

Keene & Associates's OXY Position: Q4 2024 in Review

Keene & Associates increased its Occidental Petroleum (OXY) stake by 14% in Q4 2024, buying an estimated $63.1K and bringing the position to 10,389 shares worth $513K. The position accounts for 0.41% of the portfolio, ranked #50.

Keene & Associates first reported a position in OXY in Q4 2021 and has held it in 13 quarters since. The position peaked at $540K in Q2 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

Keene & Associates held 10,389 shares of Occidental Petroleum worth $513K as of Q4 2024.
Keene & Associates bought 1,250 Occidental Petroleum shares in Q4 2024, an estimated $63.1K.
Occidental Petroleum made up 0.41% of Keene & Associates's portfolio in Q4 2024, its #50 holding.
Keene & Associates first reported a position in Occidental Petroleum in Q4 2021 and has held it in 13 quarters since.
Keene & Associates's Occidental Petroleum position peaked at $540K in Q2 2024.
1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Keene & Associates's 13F filing for Q4 2024, filed 3 Feb 2025.