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Longbow Finance’s Occidental Petroleum OXY Stock Holding History

Longbow Finance’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
-196,828
Closed -$10.1M – 102
2024
Q3 		$10.1M Sell
196,828
-24,068
-11% -$1.37M 1.08% 24
2024
Q2 		$13.9M Sell
220,896
-13,749
-6% -$882K 1.44% 16
2024
Q1 		$15.2M Sell
234,645
-36,613
-13% -$2.19M 1.54% 15
2023
Q4 		$16.2M Buy
271,258
+12,369
+5% +$755K 1.64% 18
2023
Q3 		$16.8M Sell
258,889
-898
-0.3% -$56.5K 2.02% 15
2023
Q2 		$15.3M Buy
259,787
+2,124
+0.8% +$127K 1.78% 16
2023
Q1 		$16.1M Buy
+257,663
New +$16M 2.03% 13

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Longbow Finance's OXY Position: Q4 2024 in Review

Longbow Finance sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 196,828 shares — an estimated $10.1M sold.

Longbow Finance first reported a position in OXY in Q1 2023 and held it in 7 quarters. The position peaked at $16.8M in Q3 2023. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Longbow Finance reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Longbow Finance sold 196,828 Occidental Petroleum shares in Q4 2024, an estimated $10.1M.
  • Longbow Finance first reported a position in Occidental Petroleum in Q1 2023 and held it in 7 quarters.
  • Longbow Finance's Occidental Petroleum position peaked at $16.8M in Q3 2023.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Longbow Finance's 13F filing for Q4 2024, filed 4 Feb 2025.