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West Branch Capital’s Occidental Petroleum OXY Stock Holding History

West Branch Capital’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
-2
Closed -$103 – 604
2024
Q3 		$103 Buy
+2
New +$114 ﹤0.01% 539
2024
Q1 		– Sell
-1,000
Closed -$59.7K – 437
2023
Q4 		$59.7K Hold
1,000
– – 0.03% 149
2023
Q3 		$64.9K Hold
1,000
– – 0.03% 141
2023
Q2 		$58.8K Hold
1,000
– – 0.03% 151
2023
Q1 		$62.4K Sell
1,000
-1,000
-50% -$62.1K 0.03% 149
2022
Q4 		$126K Buy
+2,000
New +$136K 0.08% 103

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

West Branch Capital's OXY Position: Q4 2024 in Review

West Branch Capital sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 2 shares — an estimated $103 sold.

West Branch Capital first reported a position in OXY in Q4 2022 and held it in 6 quarters. The position peaked at $126K in Q4 2022. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • West Branch Capital reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • West Branch Capital sold 2 Occidental Petroleum shares in Q4 2024, an estimated $103.
  • West Branch Capital first reported a position in Occidental Petroleum in Q4 2022 and held it in 6 quarters.
  • West Branch Capital's Occidental Petroleum position peaked at $126K in Q4 2022.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.