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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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