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Symmetry Investments’s Occidental Petroleum OXY Stock Holding History

Symmetry 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
-54,279
Closed -$2.8M – 192
2024
Q3 		$2.8M Sell
54,279
-1,247
-2% -$71.2K 0.39% 68
2024
Q2 		$3.5M Sell
55,526
-137,302
-71% -$8.81M 0.39% 53
2024
Q1 		$12.5M Buy
+192,828
New +$11.5M 0.75% 19
2023
Q4 		– Sell
-17,163
Closed -$1.11M – 236
2023
Q3 		$1.11M Buy
+17,163
New +$1.08M 0.23% 90
2022
Q3 		– Sell
-17,000
Closed -$1M – 137
2022
Q2 		$1M Buy
+17,000
New +$1.04M 0.24% 67

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

Symmetry Investments's OXY Position: Q4 2024 in Review

Symmetry Investments sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 54,279 shares — an estimated $2.8M sold.

Symmetry Investments first reported a position in OXY in Q2 2022 and held it in 5 quarters. The position peaked at $12.5M in Q1 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Symmetry Investments reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Symmetry Investments sold 54,279 Occidental Petroleum shares in Q4 2024, an estimated $2.8M.
  • Symmetry Investments first reported a position in Occidental Petroleum in Q2 2022 and held it in 5 quarters.
  • Symmetry Investments's Occidental Petroleum position peaked at $12.5M in Q1 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Symmetry Investments's 13F filing for Q4 2024, filed 14 Feb 2025.