SignalPoint Asset Management’s Occidental Petroleum OXY Stock Holding History

SignalPoint Asset 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	$798K	Buy	16,158 +5,737	+55%	+$290K	0.19%	96
2024 Q3	$532K	Buy	10,421 +161	+2%	+$9.19K	0.12%	146
2024 Q2	$647K	Buy	10,260 +410	+4%	+$26.3K	0.17%	121
2024 Q1	$640K	Buy	9,850 +1,300	+15%	+$77.6K	0.18%	125
2023 Q4	$510K	Hold	8,550	–	–	0.15%	131
2023 Q3	$555K	Hold	8,550	–	–	0.18%	114
2023 Q2	$503K	Hold	8,550	–	–	0.15%	126
2023 Q1	$534K	Hold	8,550	–	–	0.17%	117
2022 Q4	$539K	Hold	8,550	–	–	0.19%	114
2022 Q3	$525K	Hold	8,550	–	–	0.2%	101
2022 Q2	$503K	Sell	8,550 -500	-6%	-$30.7K	0.18%	114
2022 Q1	$513K	Buy	+9,050	New	+$400K	0.16%	123

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SignalPoint Asset Management's OXY Position: Q4 2024 in Review

SignalPoint Asset Management increased its Occidental Petroleum (OXY) stake by 55% in Q4 2024, buying an estimated $290K and bringing the position to 16,158 shares worth $798K. The position accounts for 0.19% of the portfolio, ranked #96.

SignalPoint Asset Management first reported a position in OXY in Q1 2022 and has held it in 12 quarters since. 1,220 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

SignalPoint Asset Management held 16,158 shares of Occidental Petroleum worth $798K as of Q4 2024.
SignalPoint Asset Management bought 5,737 Occidental Petroleum shares in Q4 2024, an estimated $290K.
Occidental Petroleum made up 0.19% of SignalPoint Asset Management's portfolio in Q4 2024, its #96 holding.
SignalPoint Asset Management first reported a position in Occidental Petroleum in Q1 2022 and has held it in 12 quarters since.
1,220 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.