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Choate Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Choate Investment Advisors’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
-3,812
Closed -$240K – 394
2024
Q2 		$240K Hold
3,812
– – 0.01% 336
2024
Q1 		$248K Sell
3,812
-1,113
-23% -$66.5K 0.01% 359
2023
Q4 		$294K Sell
4,925
-968
-16% -$59.1K 0.01% 308
2023
Q3 		$382K Buy
5,893
+2,084
+55% +$131K 0.02% 269
2023
Q2 		$224K Buy
+3,809
New +$229K 0.01% 271
2016
Q3 		– Sell
-3,027
Closed -$229K – 242
2016
Q2 		$229K Sell
3,027
-555
-15% -$41.5K 0.02% 215
2016
Q1 		$245K Buy
3,582
+971
+37% +$65.1K 0.02% 221
2015
Q4 		$210K Sell
2,611
-1,039
-28% -$74.7K 0.02% 246
2015
Q3 		$241K Buy
+3,650
New +$255K 0.02% 219
2015
Q1 		– Sell
-2,912
Closed -$234K – 272
2014
Q4 		$234K Buy
2,912
+347
+14% +$28.8K 0.01% 240
2014
Q3 		$236K Sell
2,565
-125
-5% -$12K 0.01% 236
2014
Q2 		$264K Sell
2,690
-26
-1% -$2.44K 0.02% 236
2014
Q1 		$248K Buy
+2,716
New +$243K 0.02% 248

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

Choate Investment Advisors's OXY Position: Q3 2024 in Review

Choate Investment Advisors sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 3,812 shares — an estimated $240K sold.

Choate Investment Advisors first reported a position in OXY in Q1 2014 and held it in 13 quarters. The position peaked at $382K in Q3 2023. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Choate Investment Advisors reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Choate Investment Advisors sold 3,812 Occidental Petroleum shares in Q3 2024, an estimated $240K.
  • Choate Investment Advisors first reported a position in Occidental Petroleum in Q1 2014 and held it in 13 quarters.
  • Choate Investment Advisors's Occidental Petroleum position peaked at $382K in Q3 2023.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Choate Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.