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RE Dickinson Investment Advisors’s Occidental Petroleum OXY Stock Holding History

RE Dickinson 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 		$73K Hold
148
– – ﹤0.01% 178
2024
Q3 		$7.62K Buy
148
+1
+0.7% +$57 ﹤0.01% 172
2024
Q2 		$9.28K Buy
147
+22
+18% +$1.41K 0.01% 161
2024
Q1 		$8K Buy
125
+1
+0.8% +$60 0.01% 164
2023
Q4 		$7K Hold
124
– – ﹤0.01% 172
2023
Q3 		$8K Hold
124
– – 0.01% 183
2023
Q2 		$7K Buy
124
+1
+0.8% +$60 ﹤0.01% 270
2023
Q1 		$8K Hold
123
– – ﹤0.01% 283
2022
Q4 		$8K Hold
123
– – ﹤0.01% 267
2022
Q3 		$8K Hold
123
– – 0.01% 162
2022
Q2 		$7 Sell
123
-16
-12% -$983 ﹤0.01% 181
2022
Q1 		$8K Buy
139
+17
+14% +$752 0.01% 190
2021
Q4 		$4K Buy
+122
New +$3.83K ﹤0.01% 225

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 $5.7T 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