WPW
OXY icon

Warther Private Wealth’s Occidental Petroleum OXY Stock Holding History

Warther Private Wealth’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
-5,570
Closed -$287K – 89
2024
Q3 		$287K Sell
5,570
-36,165
-87% -$2.06M 0.1% 70
2024
Q2 		$2.63M Sell
41,735
-113,330
-73% -$7.27M 1.03% 25
2024
Q1 		$10.1M Buy
155,065
+51,720
+50% +$3.09M 4.5% 8
2023
Q4 		$6.17M Buy
103,345
+4,184
+4% +$255K 3.45% 10
2023
Q3 		$6.43M Buy
99,161
+9,137
+10% +$575K 4.27% 6
2023
Q2 		$5.29M Buy
90,024
+8,223
+10% +$493K 3.6% 7
2023
Q1 		$5.11M Buy
81,801
+12,089
+17% +$751K 3.89% 5
2022
Q4 		$4.39M Buy
69,712
+3,298
+5% +$225K 3.29% 6
2022
Q3 		$4.08M Buy
66,414
+43,388
+188% +$2.78M 3.23% 5
2022
Q2 		$1.39M Buy
+23,026
New +$1.41M 1.02% 33

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 $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $552B AUM 44.19% 1-Year Est. Return

Warther Private Wealth's OXY Position: Q4 2024 in Review

Warther Private Wealth sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 5,570 shares — an estimated $287K sold.

Warther Private Wealth first reported a position in OXY in Q2 2022 and held it in 10 quarters. The position peaked at $10.1M in Q1 2024. 1,218 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Warther Private Wealth reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Warther Private Wealth sold 5,570 Occidental Petroleum shares in Q4 2024, an estimated $287K.
  • Warther Private Wealth first reported a position in Occidental Petroleum in Q2 2022 and held it in 10 quarters.
  • Warther Private Wealth's Occidental Petroleum position peaked at $10.1M in Q1 2024.
  • 1,218 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Warther Private Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.