SWM
OXY icon

Shelton Wealth Management’s Occidental Petroleum OXY Stock Holding History

Shelton Wealth Management’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
-16,653
Closed -$858K – 162
2024
Q3 		$858K Buy
16,653
+1,584
+11% +$90.4K 0.47% 73
2024
Q2 		$950K Buy
15,069
+4,225
+39% +$271K 0.54% 54
2024
Q1 		$705K Buy
10,844
+3,877
+56% +$232K 0.44% 56
2023
Q4 		$416K Buy
+6,967
New +$425K 0.3% 64

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

Shelton Wealth Management's OXY Position: Q4 2024 in Review

Shelton Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 16,653 shares — an estimated $858K sold.

Shelton Wealth Management first reported a position in OXY in Q4 2023 and held it in 4 quarters. The position peaked at $950K in Q2 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Shelton Wealth Management reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 16,653 Occidental Petroleum shares in Q4 2024, an estimated $858K.
  • Shelton Wealth Management first reported a position in Occidental Petroleum in Q4 2023 and held it in 4 quarters.
  • Shelton Wealth Management's Occidental Petroleum position peaked at $950K in Q2 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Shelton Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.