KGH Ltd’s Occidental Petroleum OXY Stock Holding History

KGH Ltd’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	$28M	Buy	566,000 +371,000	+190%	+$18.7M	1.45%	14
2024 Q3	$10.1M	Buy	195,000 +111,000	+132%	+$6.33M	0.56%	23
2024 Q2	$5.29M	Buy	+84,000	New	+$5.39M	0.31%	27
2023 Q2	–	Sell	-404,795	Closed	-$25.3M	–	39
2023 Q1	$25.3M	Buy	404,795 +388,795	+2,430%	+$24.2M	1.96%	19
2022 Q4	$1.01M	Buy	+16,000	New	+$1.09M	0.08%	33
2021 Q4	–	Sell	-229,246	Closed	-$7.19M	–	43
2021 Q3	$6.78M	Buy	+229,246	New	+$6.12M	0.66%	26
2018 Q3	–	Sell	-4,375	Closed	-$366K	–	69
2018 Q2	$366K	Buy	+4,375	New	+$349K	0.02%	57
2015 Q1	–	Sell	-136,835	Closed	-$10.6M	–	99
2014 Q4	$11M	Sell	136,835 -155,422	-53%	-$12.9M	0.69%	41
2014 Q3	$26.9M	Buy	+292,257	New	+$28M	2.28%	20
2013 Q3	–	Sell	-57,867	Closed	-$4.95M	–	58
2013 Q2	$4.95M	Buy	+57,867	New	+$4.89M	0.62%	43

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KGH Ltd's OXY Position: Q4 2024 in Review

KGH Ltd increased its Occidental Petroleum (OXY) stake by 190% in Q4 2024, buying an estimated $18.7M and bringing the position to 566,000 shares worth $28M. The position accounts for 1.45% of the portfolio, ranked #14.

KGH Ltd first reported a position in OXY in Q2 2013 and has held it in 10 quarters since. 1,220 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

KGH Ltd held 566,000 shares of Occidental Petroleum worth $28M as of Q4 2024.
KGH Ltd bought 371,000 Occidental Petroleum shares in Q4 2024, an estimated $18.7M.
Occidental Petroleum made up 1.45% of KGH Ltd's portfolio in Q4 2024, its #14 holding.
KGH Ltd first reported a position in Occidental Petroleum in Q2 2013 and has held it in 10 quarters since.
1,220 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on KGH Ltd's 13F filing for Q4 2024, filed 14 Feb 2025.