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Rational Advisors’s Occidental Petroleum OXY Stock Holding History

Rational 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
-687
Closed -$35.4K – 158
2024
Q3 		$35.4K Sell
687
-102
-13% -$5.82K ﹤0.01% 155
2024
Q2 		$49.7K Sell
789
-36
-4% -$2.31K ﹤0.01% 146
2024
Q1 		$53.6K Hold
825
– – 0.01% 163
2023
Q4 		$49.3K Hold
825
– – 0.01% 152
2023
Q3 		$53.5K Buy
+825
New +$51.9K ﹤0.01% 157
2023
Q2 		– Sell
-6,600
Closed -$412K – 293
2023
Q1 		$412K Buy
+6,600
New +$410K 0.03% 120
2020
Q4 		– Sell
-1,164
Closed -$12K – 495
2020
Q3 		$12K Sell
1,164
-143
-11% -$2.02K 0.01% 267
2020
Q2 		$24K Buy
+1,307
New +$20.6K 0.01% 258
2020
Q1 		– Sell
-5,522
Closed -$228K – 414
2019
Q4 		$228K Buy
5,522
+4,410
+397% +$177K 0.11% 177
2019
Q3 		$49K Buy
1,112
+176
+19% +$8.32K 0.02% 366
2019
Q2 		$47K Sell
936
-3,897
-81% -$219K 0.02% 356
2019
Q1 		$320K Buy
4,833
+4,278
+771% +$282K 0.09% 168
2018
Q4 		$34K Buy
555
+252
+83% +$17.7K 0.01% 317
2018
Q3 		$25K Sell
303
-92
-23% -$7.43K 0.01% 341
2018
Q2 		$33K Sell
395
-20,320
-98% -$1.62M 0.02% 293
2018
Q1 		$1.35M Buy
20,715
+14,815
+251% +$1.04M 0.64% 46
2017
Q4 		$435K Sell
5,900
-1,200
-17% -$81.4K 0.23% 146
2017
Q3 		$456K Buy
7,100
+100
+1% +$6.09K 0.24% 116
2017
Q2 		$419K Buy
+7,000
New +$428K 0.26% 113
2015
Q3 		$1.62M Sell
24,542
-3,255
-12% -$227K 0.65% 64
2015
Q2 		$2.16M Sell
27,797
-9,767
-26% -$763K 0.69% 53
2015
Q1 		$2.74M Buy
37,564
+501
+1% +$38.7K 0.66% 48
2014
Q4 		$2.98M Buy
+37,063
New +$3.08M 0.59% 56
2013
Q4 		$5.34M Buy
58,582
+23,824
+69% +$2.18M 0.46% 65
2013
Q3 		$3.12M Sell
34,758
-5,532
-14% -$475K 0.24% 128
2013
Q2 		$3.44M Buy
+40,290
New +$3.4M 0.29% 109

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

Rational Advisors's OXY Position: Q4 2024 in Review

Rational Advisors sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 687 shares — an estimated $35.4K sold.

Rational Advisors first reported a position in OXY in Q2 2013 and held it in 26 quarters. The position peaked at $5.34M in Q4 2013. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Rational Advisors reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Rational Advisors sold 687 Occidental Petroleum shares in Q4 2024, an estimated $35.4K.
  • Rational Advisors first reported a position in Occidental Petroleum in Q2 2013 and held it in 26 quarters.
  • Rational Advisors's Occidental Petroleum position peaked at $5.34M in Q4 2013.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Rational Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.