Lake Street Advisors Group’s Occidental Petroleum OXY Stock Holding History

Lake Street Advisors Group’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	$210K	Sell	4,240 -706	-14%	-$35.7K	0.01%	551
2024 Q3	$256K	Buy	4,946 +8	+0.2%	+$456	0.01%	499
2024 Q2	$312K	Buy	4,938 +51	+1%	+$3.27K	0.02%	436
2024 Q1	$319K	Buy	4,887 +1,128	+30%	+$67.4K	0.01%	445
2023 Q4	$225K	Buy	+3,759	New	+$229K	0.01%	516
2018 Q3	–	Sell	-2,574	Closed	-$215K	–	289
2018 Q2	$215K	Buy	+2,574	New	+$206K	0.02%	298
2018 Q1	–	Sell	-2,833	Closed	-$209K	–	342
2017 Q4	$209K	Buy	+2,833	New	+$192K	0.02%	303

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 $1.88B AUM 29.07% 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

Lake Street Advisors Group's OXY Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Occidental Petroleum (OXY) stake by 14% in Q4 2024, selling an estimated $35.7K and leaving 4,240 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #551.

Lake Street Advisors Group first reported a position in OXY in Q4 2017 and has held it in 7 quarters since. The position peaked at $319K in Q1 2024. 1,218 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

Lake Street Advisors Group held 4,240 shares of Occidental Petroleum worth $210K as of Q4 2024.
Lake Street Advisors Group sold 706 Occidental Petroleum shares in Q4 2024, an estimated $35.7K.
Occidental Petroleum made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #551 holding.
Lake Street Advisors Group first reported a position in Occidental Petroleum in Q4 2017 and has held it in 7 quarters since.
Lake Street Advisors Group's Occidental Petroleum position peaked at $319K in Q1 2024.
1,218 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.