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Ridgewood Investments’s Occidental Petroleum OXY Stock Holding History

Ridgewood Investments’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
-113
Closed -$5.82K – 743
2024
Q3 		$5.82K Hold
113
– – ﹤0.01% 571
2024
Q2 		$7.11K Buy
+113
New +$7.25K ﹤0.01% 551
2023
Q3 		– Sell
-233
Closed -$13.7K – 577
2023
Q2 		$13.7K Buy
233
+120
+106% +$7.2K 0.01% 486
2023
Q1 		$7.04K Buy
+113
New +$7.02K ﹤0.01% 554
2020
Q1 		– Sell
-21,104
Closed -$870K – 187
2019
Q4 		$870K Sell
21,104
-1,333
-6% -$53.4K 0.62% 38
2019
Q3 		$998K Buy
22,437
+1,674
+8% +$79.1K 0.78% 27
2019
Q2 		$1.04M Buy
20,763
+7,904
+61% +$445K 0.82% 26
2019
Q1 		$851K Sell
12,859
-1,030
-7% -$67.9K 0.7% 35
2018
Q4 		$1.14M Hold
13,889
– – 0.91% 20
2018
Q3 		$1.14M Buy
13,889
+39
+0.3% +$3.15K 0.91% 20
2018
Q2 		$1.16M Sell
13,850
-222
-2% -$17.7K 1.03% 16
2018
Q1 		$914K Buy
14,072
+1,667
+13% +$117K 0.84% 28
2017
Q4 		$914K Buy
12,405
+1,661
+15% +$113K 0.82% 31
2017
Q3 		$690K Buy
10,744
+313
+3% +$19.1K 0.66% 42
2017
Q2 		$625K Buy
10,431
+1,655
+19% +$101K 0.63% 42
2017
Q1 		$556K Buy
8,776
+2,085
+31% +$139K 0.6% 46
2016
Q4 		$476K Buy
+6,691
New +$475K 0.56% 50

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

Ridgewood Investments's OXY Position: Q4 2024 in Review

Ridgewood Investments sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 113 shares — an estimated $5.82K sold.

Ridgewood Investments first reported a position in OXY in Q4 2016 and held it in 17 quarters. The position peaked at $1.16M in Q2 2018. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Ridgewood Investments reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Ridgewood Investments sold 113 Occidental Petroleum shares in Q4 2024, an estimated $5.82K.
  • Ridgewood Investments first reported a position in Occidental Petroleum in Q4 2016 and held it in 17 quarters.
  • Ridgewood Investments's Occidental Petroleum position peaked at $1.16M in Q2 2018.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Ridgewood Investments's 13F filing for Q4 2024, filed 10 Jan 2025.