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WealthPlan Investment Management’s Occidental Petroleum OXY Stock Holding History

WealthPlan Investment Management’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
-23,739
Closed -$1.22M – 272
2024
Q3 		$1.22M Buy
+23,739
New +$1.35M 0.12% 116
2023
Q1 		– Sell
-3,128
Closed -$203K – 528
2022
Q4 		$203K Hold
3,128
– – 0.01% 374
2022
Q3 		$200K Buy
+3,128
New +$200K 0.01% 352

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

WealthPlan Investment Management's OXY Position: Q4 2024 in Review

WealthPlan Investment Management sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 23,739 shares — an estimated $1.22M sold.

WealthPlan Investment Management first reported a position in OXY in Q3 2022 and held it in 3 quarters. The position peaked at $1.22M in Q3 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • WealthPlan Investment Management reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 23,739 Occidental Petroleum shares in Q4 2024, an estimated $1.22M.
  • WealthPlan Investment Management first reported a position in Occidental Petroleum in Q3 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Occidental Petroleum position peaked at $1.22M in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on WealthPlan Investment Management's 13F filing for Q4 2024, filed 30 Jan 2025.