Wells Trecaso Financial Group’s Occidental Petroleum OXY Stock Holding History

Wells Trecaso Financial Group’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	-4,030	Closed	-$208K	–	91
2024 Q3	$208K	Hold	4,030	–	–	0.07%	91
2024 Q2	$254K	Hold	4,030	–	–	0.09%	84
2024 Q1	$262K	Hold	4,030	–	–	0.09%	84
2023 Q4	$241K	Hold	4,030	–	–	0.1%	81
2023 Q3	$261K	Hold	4,030	–	–	0.12%	77
2023 Q2	$237K	Hold	4,030	–	–	0.1%	78
2023 Q1	$252K	Hold	4,030	–	–	0.12%	77
2022 Q4	$254K	Hold	4,030	–	–	0.13%	69
2022 Q3	$248K	Buy	4,030 +30	+0.8%	+$1.92K	0.14%	70
2022 Q2	$236K	Hold	4,000	–	–	0.12%	72
2022 Q1	$227K	Buy	+4,000	New	+$177K	0.1%	79

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Trecaso Financial Group's OXY Position: Q4 2024 in Review

Wells Trecaso Financial Group sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 4,030 shares — an estimated $208K sold.

Wells Trecaso Financial Group first reported a position in OXY in Q1 2022 and held it in 11 quarters. The position peaked at $262K in Q1 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

Wells Trecaso Financial Group reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
Wells Trecaso Financial Group sold 4,030 Occidental Petroleum shares in Q4 2024, an estimated $208K.
Wells Trecaso Financial Group first reported a position in Occidental Petroleum in Q1 2022 and held it in 11 quarters.
Wells Trecaso Financial Group's Occidental Petroleum position peaked at $262K in Q1 2024.
1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Wells Trecaso Financial Group's 13F filing for Q4 2024, filed 21 Jan 2025.