Aquila Investment Management’s Occidental Petroleum OXY Stock Holding History

Aquila Investment 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
2024 Q3	–	Sell	-32,000	Closed	-$2.02M	–	72
2024 Q2	$2.02M	Buy	32,000 +8,000	+33%	+$513K	1.89%	22
2024 Q1	$1.56M	Hold	24,000	–	–	1.33%	34
2023 Q4	$1.43M	Sell	24,000 -4,000	-14%	-$244K	1.24%	34
2023 Q3	$1.82M	Buy	28,000 +4,000	+17%	+$252K	1.67%	19
2023 Q2	$1.41M	Sell	24,000 -8,000	-25%	-$480K	1.15%	35
2023 Q1	$2M	Buy	32,000 +8,000	+33%	+$497K	1.65%	18
2022 Q4	$1.51M	Sell	24,000 -13,000	-35%	-$885K	1.17%	36
2022 Q3	$2.27M	Sell	37,000 -5,000	-12%	-$320K	1.7%	15
2022 Q2	$2.47M	Sell	42,000 -6,000	-13%	-$369K	1.76%	14
2022 Q1	$2.72M	Buy	+48,000	New	+$2.12M	1.54%	23

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aquila Investment Management's OXY Position: Q3 2024 in Review

Aquila Investment Management sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 32,000 shares — an estimated $2.02M sold.

Aquila Investment Management first reported a position in OXY in Q1 2022 and held it in 10 quarters. The position peaked at $2.72M in Q1 2022. 1,207 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Aquila Investment Management reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
Aquila Investment Management sold 32,000 Occidental Petroleum shares in Q3 2024, an estimated $2.02M.
Aquila Investment Management first reported a position in Occidental Petroleum in Q1 2022 and held it in 10 quarters.
Aquila Investment Management's Occidental Petroleum position peaked at $2.72M in Q1 2022.
1,207 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.