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Roundview Capital’s Occidental Petroleum OXY Stock Holding History

Roundview 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
-10,220
Closed -$527K – 343
2024
Q3 		$527K Buy
+10,220
New +$583K 0.04% 266
2023
Q4 		– Sell
-15,803
Closed -$1.03M – 320
2023
Q3 		$1.03M Sell
15,803
-1,792
-10% -$113K 0.1% 192
2023
Q2 		$1.03M Buy
17,595
+1,495
+9% +$89.7K 0.1% 185
2023
Q1 		$1.01M Buy
+16,100
New +$1M 0.11% 185

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

Roundview Capital's OXY Position: Q4 2024 in Review

Roundview Capital sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 10,220 shares — an estimated $527K sold.

Roundview Capital first reported a position in OXY in Q1 2023 and held it in 4 quarters. The position peaked at $1.03M in Q2 2023. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Roundview Capital reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Roundview Capital sold 10,220 Occidental Petroleum shares in Q4 2024, an estimated $527K.
  • Roundview Capital first reported a position in Occidental Petroleum in Q1 2023 and held it in 4 quarters.
  • Roundview Capital's Occidental Petroleum position peaked at $1.03M in Q2 2023.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Roundview Capital's 13F filing for Q4 2024, filed 12 Feb 2025.