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Burney Company’s Occidental Petroleum OXY Stock Holding History

Burney Company’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
-4,550
Closed -$287K – 612
2024
Q2 		$287K Sell
4,550
-720
-14% -$46.2K 0.01% 521
2024
Q1 		$343K Hold
5,270
– – 0.01% 504
2023
Q4 		$315K Sell
5,270
-60
-1% -$3.66K 0.01% 490
2023
Q3 		$346K Sell
5,330
-1,868
-26% -$118K 0.02% 458
2023
Q2 		$423K Sell
7,198
-1,287
-15% -$77.2K 0.02% 434
2023
Q1 		$530K Sell
8,485
-85
-1% -$5.28K 0.03% 395
2022
Q4 		$540K Sell
8,570
-303
-3% -$20.6K 0.03% 385
2022
Q3 		$545K Buy
+8,873
New +$568K 0.03% 396

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Burney Company's OXY Position: Q3 2024 in Review

Burney Company sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 4,550 shares — an estimated $287K sold.

Burney Company first reported a position in OXY in Q3 2022 and held it in 8 quarters. The position peaked at $545K in Q3 2022. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Burney Company reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Burney Company sold 4,550 Occidental Petroleum shares in Q3 2024, an estimated $287K.
  • Burney Company first reported a position in Occidental Petroleum in Q3 2022 and held it in 8 quarters.
  • Burney Company's Occidental Petroleum position peaked at $545K in Q3 2022.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Burney Company's 13F filing for Q3 2024, filed 18 Oct 2024.