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Well Done LLC’s Occidental Petroleum OXY Stock Holding History

Well Done LLC’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
Q3 		– Sell
-9,745
Closed -$614K – 186
2024
Q2 		$614K Sell
9,745
-80
-0.8% -$5.13K 0.13% 98
2024
Q1 		$639K Buy
9,825
+231
+2% +$13.8K 0.13% 97
2023
Q4 		$573K Buy
9,594
+3,485
+57% +$213K 0.11% 102
2023
Q3 		$396K Hold
6,109
– – 0.09% 111
2023
Q2 		$359K Sell
6,109
-233
-4% -$14K 0.08% 119
2023
Q1 		$396K Buy
6,342
+31
+0.5% +$1.93K 0.09% 113
2022
Q4 		$398K Buy
6,311
+680
+12% +$46.3K 0.09% 117
2022
Q3 		$346K Hold
5,631
– – 0.08% 113
2022
Q2 		$332K Hold
5,631
– – 0.07% 123
2022
Q1 		$320K Buy
+5,631
New +$249K 0.06% 137
2019
Q1 		– Sell
-2,561
Closed -$157K – 493
2018
Q4 		$157K Sell
2,561
-119
-4% -$8.36K 0.04% 156
2018
Q3 		$220K Hold
2,680
– – 0.06% 125
2018
Q2 		$224K Sell
2,680
-264
-9% -$21.1K 0.07% 120
2018
Q1 		$191K Sell
2,944
-60
-2% -$4.2K 0.06% 110
2017
Q4 		$222K Sell
3,004
-1,215
-29% -$82.5K 0.07% 108
2017
Q3 		$271K Buy
+4,219
New +$257K 0.08% 116

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Well Done LLC's OXY Position: Q3 2024 in Review

Well Done LLC sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 9,745 shares — an estimated $614K sold.

Well Done LLC first reported a position in OXY in Q3 2017 and held it in 16 quarters. The position peaked at $639K in Q1 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Well Done LLC reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Well Done LLC sold 9,745 Occidental Petroleum shares in Q3 2024, an estimated $614K.
  • Well Done LLC first reported a position in Occidental Petroleum in Q3 2017 and held it in 16 quarters.
  • Well Done LLC's Occidental Petroleum position peaked at $639K in Q1 2024.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Well Done LLC's 13F filing for Q3 2024, filed 17 Oct 2024.