Benedetti & Gucer’s Occidental Petroleum OXY Stock Holding History

Benedetti & Gucer’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 Q1	$294K	Sell	4,526 -18	-0.4%	-$1.07K	0.15%	113
2023 Q4	$271K	Sell	4,544 -760	-14%	-$46.4K	0.14%	110
2023 Q3	$344K	Sell	5,304 -420	-7%	-$26.4K	0.19%	92
2023 Q2	$337K	Sell	5,724 -922	-14%	-$55.3K	0.17%	103
2023 Q1	$415K	Buy	6,646 +3,215	+94%	+$200K	0.24%	83
2022 Q4	$216K	Buy	+3,431	New	+$234K	0.16%	86
2022 Q3	–	Sell	-5,019	Closed	-$296K	–	96
2022 Q2	$296K	Buy	+5,019	New	+$308K	0.2%	66

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Benedetti & Gucer's OXY Position: Q1 2024 in Review

Benedetti & Gucer reduced its Occidental Petroleum (OXY) stake by 0.4% in Q1 2024, selling an estimated $1.07K and leaving 4,526 shares worth $294K. The position accounts for 0.15% of the portfolio, ranked #113.

Benedetti & Gucer first reported a position in OXY in Q2 2022 and has held it in 7 quarters since. The position peaked at $415K in Q1 2023. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

Benedetti & Gucer held 4,526 shares of Occidental Petroleum worth $294K as of Q1 2024.
Benedetti & Gucer sold 18 Occidental Petroleum shares in Q1 2024, an estimated $1.07K.
Occidental Petroleum made up 0.15% of Benedetti & Gucer's portfolio in Q1 2024, its #113 holding.
Benedetti & Gucer first reported a position in Occidental Petroleum in Q2 2022 and has held it in 7 quarters since.
Benedetti & Gucer's Occidental Petroleum position peaked at $415K in Q1 2023.
1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.