Permanens Capital’s Occidental Petroleum OXY Stock Holding History

Permanens Capital’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	-6,155	Closed	-$319K	–	57
2024 Q3	$319K	Buy	+6,155	New	+$351K	0.06%	50

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Permanens Capital's OXY Position: Q4 2024 in Review

Permanens Capital sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 6,155 shares — an estimated $319K sold.

Permanens Capital first reported a position in OXY in Q3 2024 and held it in 1 quarter. The position peaked at $319K in Q3 2024. 1,220 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

Permanens Capital reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
Permanens Capital sold 6,155 Occidental Petroleum shares in Q4 2024, an estimated $319K.
Permanens Capital first reported a position in Occidental Petroleum in Q3 2024 and held it in 1 quarter.
Permanens Capital's Occidental Petroleum position peaked at $319K in Q3 2024.
1,220 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Permanens Capital's 13F filing for Q4 2024, filed 14 Feb 2025.