Perennial Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Perennial Investment 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	-3,931	Closed	-$203K	–	432
2024 Q3	$203K	Buy	3,931 +40	+1%	+$2.28K	0.03%	366
2024 Q2	$245K	Sell	3,891 -306	-7%	-$19.6K	0.04%	312
2024 Q1	$273K	Sell	4,197 -1,250	-23%	-$74.7K	0.04%	271
2023 Q4	$325K	Sell	5,447 -402	-7%	-$24.5K	0.05%	231
2023 Q3	$380K	Buy	5,849 +1,023	+21%	+$64.4K	0.07%	200
2023 Q2	$284K	Sell	4,826 -652	-12%	-$39.1K	0.05%	253
2023 Q1	$342K	Buy	5,478 +167	+3%	+$10.4K	0.06%	221
2022 Q4	$335K	Buy	5,311 +911	+21%	+$62K	0.14%	137
2022 Q3	$270K	Buy	+4,400	New	+$282K	0.12%	147

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

Perennial Investment Advisors's OXY Position: Q4 2024 in Review

Perennial Investment Advisors sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 3,931 shares — an estimated $203K sold.

Perennial Investment Advisors first reported a position in OXY in Q3 2022 and held it in 9 quarters. The position peaked at $380K in Q3 2023. 1,218 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

Perennial Investment Advisors reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
Perennial Investment Advisors sold 3,931 Occidental Petroleum shares in Q4 2024, an estimated $203K.
Perennial Investment Advisors first reported a position in Occidental Petroleum in Q3 2022 and held it in 9 quarters.
Perennial Investment Advisors's Occidental Petroleum position peaked at $380K in Q3 2023.
1,218 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Perennial Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.