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BTG Pactual Global Asset Management’s Occidental Petroleum OXY Stock Holding History

BTG Pactual Global Asset 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
Q1 		$1.14M Buy
+17,482
New +$1.04M 0.19% 98
2017
Q2 		– Sell
-111,405
Closed -$7.06M – 63
2017
Q1 		$7.06M Buy
111,405
+32,155
+41% +$2.14M 2.56% 14
2016
Q4 		$5.64M Buy
+79,250
New +$5.63M 5.09% 8

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

BTG Pactual Global Asset Management's OXY Position: Q1 2024 in Review

BTG Pactual Global Asset Management opened a new position in Occidental Petroleum (OXY) in Q1 2024: 17,482 shares worth $1.14M. The stake represents 0.19% of the portfolio and ranks #98 among its holdings. This is a return to the name: BTG Pactual Global Asset Management previously reported a position in OXY as recently as Q1 2017.

BTG Pactual Global Asset Management first reported a position in OXY in Q4 2016 and has held it in 3 quarters since. The position peaked at $7.06M in Q1 2017. 1,242 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • BTG Pactual Global Asset Management held 17,482 shares of Occidental Petroleum worth $1.14M as of Q1 2024.
  • Occidental Petroleum was a new BTG Pactual Global Asset Management position in Q1 2024.
  • Occidental Petroleum made up 0.19% of BTG Pactual Global Asset Management's portfolio in Q1 2024, its #98 holding.
  • BTG Pactual Global Asset Management first reported a position in Occidental Petroleum in Q4 2016 and has held it in 3 quarters since.
  • BTG Pactual Global Asset Management's Occidental Petroleum position peaked at $7.06M in Q1 2017.
  • 1,242 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2024, filed 15 May 2024.