Lee, Danner & Bass’s Occidental Petroleum OXY Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-516	Closed	-$25.5K	–	566
2024 Q4	$25.5K	Buy	+516	New	+$26.1K	﹤0.01%	431

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Lee, Danner & Bass's OXY Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 516 shares — an estimated $25.5K sold.

Lee, Danner & Bass first reported a position in OXY in Q4 2024 and held it in 1 quarter. The position peaked at $25.5K in Q4 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

Lee, Danner & Bass reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 516 Occidental Petroleum shares in Q1 2025, an estimated $25.5K.
Lee, Danner & Bass first reported a position in Occidental Petroleum in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Occidental Petroleum position peaked at $25.5K in Q4 2024.
1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.