WR Wealth Planners’s Occidental Petroleum OXY Stock Holding History

WR Wealth Planners’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	$95.8K	Sell	1,938 -2,116	-52%	-$107K	0.03%	237
2024 Q3	$209K	Buy	4,054 +644	+19%	+$36.7K	0.06%	175
2024 Q2	$215K	Buy	3,410 +391	+13%	+$25.1K	0.07%	161
2024 Q1	$196K	Buy	+3,019	New	+$180K	0.06%	174
2023 Q4	–	Sell	-144	Closed	-$9.34K	–	642
2023 Q3	$9.34K	Hold	144	–	–	﹤0.01%	583
2023 Q2	$8.47K	Hold	144	–	–	﹤0.01%	605
2023 Q1	$8.99K	Buy	+144	New	+$8.95K	﹤0.01%	582

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 $1.88B AUM 29.07% 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

WR Wealth Planners's OXY Position: Q4 2024 in Review

WR Wealth Planners reduced its Occidental Petroleum (OXY) stake by 52% in Q4 2024, selling an estimated $107K and leaving 1,938 shares worth $95.8K. The position accounts for 0.03% of the portfolio, ranked #237.

WR Wealth Planners first reported a position in OXY in Q1 2023 and has held it in 7 quarters since. The position peaked at $215K in Q2 2024. 1,218 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

WR Wealth Planners held 1,938 shares of Occidental Petroleum worth $95.8K as of Q4 2024.
WR Wealth Planners sold 2,116 Occidental Petroleum shares in Q4 2024, an estimated $107K.
Occidental Petroleum made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #237 holding.
WR Wealth Planners first reported a position in Occidental Petroleum in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Occidental Petroleum position peaked at $215K in Q2 2024.
1,218 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.