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Lineweaver Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Lineweaver Wealth Advisors’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 		– Sell
-15,082
Closed -$778K – 140
2024
Q3 		$778K Buy
15,082
+1,838
+14% +$105K 0.15% 93
2024
Q2 		$835K Buy
13,244
+2,280
+21% +$146K 0.17% 87
2024
Q1 		$713K Buy
10,964
+752
+7% +$44.9K 0.17% 91
2023
Q4 		$610K Buy
10,212
+4,692
+85% +$286K 0.16% 91
2023
Q3 		$358K Buy
+5,520
New +$347K 0.1% 110

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lineweaver Wealth Advisors's OXY Position: Q4 2024 in Review

Lineweaver Wealth Advisors sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 15,082 shares — an estimated $778K sold.

Lineweaver Wealth Advisors first reported a position in OXY in Q3 2023 and held it in 5 quarters. The position peaked at $835K in Q2 2024. 1,220 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Lineweaver Wealth Advisors reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 15,082 Occidental Petroleum shares in Q4 2024, an estimated $778K.
  • Lineweaver Wealth Advisors first reported a position in Occidental Petroleum in Q3 2023 and held it in 5 quarters.
  • Lineweaver Wealth Advisors's Occidental Petroleum position peaked at $835K in Q2 2024.
  • 1,220 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.