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Antonetti Capital Management’s Occidental Petroleum OXY Stock Holding History

Antonetti Capital 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
2023
Q3 		$88.9K Hold
1,366
– – 0.14% 70
2023
Q2 		$80.3K Sell
1,366
-34
-2% -$2.04K 0.12% 74
2023
Q1 		$87.4K Sell
1,400
-125
-8% -$7.77K 0.13% 68
2022
Q4 		$96.1K Sell
1,525
-180
-11% -$12.3K 0.13% 67
2022
Q3 		$105K Buy
1,705
+50
+3% +$3.2K 0.12% 60
2022
Q2 		$97K Sell
1,655
-100
-6% -$6.14K 0.1% 71
2022
Q1 		$100K Sell
1,755
-680
-28% -$30.1K 0.09% 80
2021
Q4 		$71K Sell
2,435
-3,400
-58% -$107K 0.06% 134
2021
Q3 		$173K Buy
+5,835
New +$156K 0.14% 87
2014
Q3 		$5K Hold
52
– – 0.01% 86
2014
Q2 		$5K Hold
52
– – ﹤0.01% 171
2014
Q1 		$5K Hold
52
– – ﹤0.01% 180
2013
Q4 		$5K Hold
52
– – ﹤0.01% 204
2013
Q3 		$5K Hold
52
– – 0.01% 243
2013
Q2 		$4K Buy
+52
New +$4.39K ﹤0.01% 271

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Antonetti Capital Management's OXY Position: Q3 2023 in Review

Antonetti Capital Management held its Occidental Petroleum (OXY) position steady in Q3 2023 at 1,366 shares worth $88.9K. The position accounts for 0.14% of the portfolio, ranked #70.

Antonetti Capital Management first reported a position in OXY in Q2 2013 and has held it in 15 quarters since. The position peaked at $173K in Q3 2021. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • Antonetti Capital Management held 1,366 shares of Occidental Petroleum worth $88.9K as of Q3 2023.
  • Antonetti Capital Management left its Occidental Petroleum share count unchanged in Q3 2023.
  • Occidental Petroleum made up 0.14% of Antonetti Capital Management's portfolio in Q3 2023, its #70 holding.
  • Antonetti Capital Management first reported a position in Occidental Petroleum in Q2 2013 and has held it in 15 quarters since.
  • Antonetti Capital Management's Occidental Petroleum position peaked at $173K in Q3 2021.
  • 1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.