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Thoroughbred Financial Services’s Occidental Petroleum OXY Stock Holding History

Thoroughbred Financial Services’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
-4,318
Closed -$222K – 711
2024
Q3 		$222K Sell
4,318
-996
-19% -$56.8K 0.01% 598
2024
Q2 		$334K Buy
5,314
+1,468
+38% +$94.1K 0.02% 474
2024
Q1 		$250K Buy
3,846
+323
+9% +$19.3K 0.02% 408
2023
Q4 		$210K Buy
3,523
+1
+0% +$61 0.02% 561
2023
Q3 		$228K Buy
+3,522
New +$222K 0.02% 512

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

Thoroughbred Financial Services's OXY Position: Q4 2024 in Review

Thoroughbred Financial Services sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 4,318 shares — an estimated $222K sold.

Thoroughbred Financial Services first reported a position in OXY in Q3 2023 and held it in 5 quarters. The position peaked at $334K in Q2 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Thoroughbred Financial Services reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Thoroughbred Financial Services sold 4,318 Occidental Petroleum shares in Q4 2024, an estimated $222K.
  • Thoroughbred Financial Services first reported a position in Occidental Petroleum in Q3 2023 and held it in 5 quarters.
  • Thoroughbred Financial Services's Occidental Petroleum position peaked at $334K in Q2 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Thoroughbred Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.