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Primoris Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Primoris 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
-30,450
Closed -$1.57M – 104
2024
Q3 		$1.57M Buy
30,450
+5,600
+23% +$320K 1.14% 33
2024
Q2 		$1.57M Buy
24,850
+1,100
+5% +$70.5K 1.25% 23
2024
Q1 		$1.54M Buy
23,750
+5,000
+27% +$299K 1.23% 28
2023
Q4 		$1.12M Buy
+18,750
New +$1.14M 1.06% 33

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

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

Primoris Wealth Advisors sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 30,450 shares — an estimated $1.57M sold.

Primoris Wealth Advisors first reported a position in OXY in Q4 2023 and held it in 4 quarters. The position peaked at $1.57M in Q3 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Primoris Wealth Advisors reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Primoris Wealth Advisors sold 30,450 Occidental Petroleum shares in Q4 2024, an estimated $1.57M.
  • Primoris Wealth Advisors first reported a position in Occidental Petroleum in Q4 2023 and held it in 4 quarters.
  • Primoris Wealth Advisors's Occidental Petroleum position peaked at $1.57M in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

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