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TFB Advisors’s Occidental Petroleum OXY Stock Holding History

TFB Advisors’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
-3,889
Closed -$200K – 332
2024
Q3 		$200K Buy
3,889
+351
+10% +$20K 0.06% 307
2024
Q2 		$223K Buy
+3,538
New +$227K 0.07% 271

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

TFB Advisors's OXY Position: Q4 2024 in Review

TFB Advisors sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 3,889 shares — an estimated $200K sold.

TFB Advisors first reported a position in OXY in Q2 2024 and held it in 2 quarters. The position peaked at $223K in Q2 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • TFB Advisors reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • TFB Advisors sold 3,889 Occidental Petroleum shares in Q4 2024, an estimated $200K.
  • TFB Advisors first reported a position in Occidental Petroleum in Q2 2024 and held it in 2 quarters.
  • TFB Advisors's Occidental Petroleum position peaked at $223K in Q2 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on TFB Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.