Churchill Management’s Occidental Petroleum OXY Stock Holding History

Churchill 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
2023 Q1	–	Sell	-63,208	Closed	-$3.98M	–	137
2022 Q4	$3.98M	Buy	+63,208	New	+$4.3M	0.1%	88
2021 Q3	–	Sell	-256,880	Closed	-$8.03M	–	149
2021 Q2	$8.03M	Buy	256,880 +18,088	+8%	+$485K	0.12%	100
2021 Q1	$6.36M	Buy	+238,792	New	+$5.97M	0.1%	114
2013 Q4	–	Sell	-19,044	Closed	-$1.71M	–	205
2013 Q3	$1.71M	Buy	+19,044	New	+$1.64M	0.09%	76

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Churchill Management's OXY Position: Q1 2023 in Review

Churchill Management sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 63,208 shares — an estimated $3.98M sold.

Churchill Management first reported a position in OXY in Q3 2013 and held it in 4 quarters. The position peaked at $8.03M in Q2 2021. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

Churchill Management reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
Churchill Management sold 63,208 Occidental Petroleum shares in Q1 2023, an estimated $3.98M.
Churchill Management first reported a position in Occidental Petroleum in Q3 2013 and held it in 4 quarters.
Churchill Management's Occidental Petroleum position peaked at $8.03M in Q2 2021.
1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Churchill Management's 13F filing for Q1 2023, filed 13 Apr 2023.