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Wealth Alliance’s Occidental Petroleum OXY Stock Holding History

Wealth Alliance’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
-3,964
Closed -$204K – 530
2024
Q3 		$204K Sell
3,964
-2,024
-34% -$115K 0.02% 498
2024
Q2 		$377K Sell
5,988
-143
-2% -$9.17K 0.05% 322
2024
Q1 		$398K Buy
6,131
+260
+4% +$15.5K 0.05% 324
2023
Q4 		$351K Sell
5,871
-27
-0.5% -$1.65K 0.05% 337
2023
Q3 		$383K Sell
5,898
-116
-2% -$7.3K 0.06% 287
2023
Q2 		$354K Buy
6,014
+5
+0.1% +$300 0.05% 329
2023
Q1 		$375K Buy
6,009
+2,204
+58% +$137K 0.06% 300
2022
Q4 		$240K Buy
3,805
+10
+0.3% +$681 0.04% 414
2022
Q3 		$233K Buy
+3,795
New +$243K 0.05% 385

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

Wealth Alliance's OXY Position: Q4 2024 in Review

Wealth Alliance sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 3,964 shares — an estimated $204K sold.

Wealth Alliance first reported a position in OXY in Q3 2022 and held it in 9 quarters. The position peaked at $398K in Q1 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Wealth Alliance reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Wealth Alliance sold 3,964 Occidental Petroleum shares in Q4 2024, an estimated $204K.
  • Wealth Alliance first reported a position in Occidental Petroleum in Q3 2022 and held it in 9 quarters.
  • Wealth Alliance's Occidental Petroleum position peaked at $398K in Q1 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.