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Smith, Moore & Co’s Occidental Petroleum OXY Stock Holding History

Smith, Moore & Co’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
-4,079
Closed -$210K – 498
2024
Q3 		$210K Sell
4,079
-111
-3% -$6.33K 0.02% 440
2024
Q2 		$264K Buy
4,190
+1
+0% +$64 0.03% 373
2024
Q1 		$272K Sell
4,189
-190
-4% -$11.3K 0.03% 361
2023
Q4 		$261K Buy
4,379
+64
+1% +$3.91K 0.03% 350
2023
Q3 		$280K Hold
4,315
– – 0.04% 319
2023
Q2 		$254K Buy
4,315
+300
+7% +$18K 0.03% 337
2023
Q1 		$251K Buy
4,015
+36
+0.9% +$2.24K 0.03% 326
2022
Q4 		$251K Buy
3,979
+190
+5% +$12.9K 0.03% 323
2022
Q3 		$233K Buy
3,789
+165
+5% +$10.6K 0.04% 325
2022
Q2 		$213K Buy
+3,624
New +$223K 0.03% 351

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

Smith, Moore & Co's OXY Position: Q4 2024 in Review

Smith, Moore & Co sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 4,079 shares — an estimated $210K sold.

Smith, Moore & Co first reported a position in OXY in Q2 2022 and held it in 10 quarters. The position peaked at $280K in Q3 2023. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Smith, Moore & Co reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Smith, Moore & Co sold 4,079 Occidental Petroleum shares in Q4 2024, an estimated $210K.
  • Smith, Moore & Co first reported a position in Occidental Petroleum in Q2 2022 and held it in 10 quarters.
  • Smith, Moore & Co's Occidental Petroleum position peaked at $280K in Q3 2023.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Smith, Moore & Co's 13F filing for Q4 2024, filed 13 Feb 2025.