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Clarus Group’s Occidental Petroleum OXY Stock Holding History

Clarus Group’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
Q4 		– Sell
-4,916
Closed -$319K – 107
2023
Q3 		$319K Buy
4,916
+1
+0% +$63 0.23% 70
2023
Q2 		$289K Buy
4,915
+1,689
+52% +$101K 0.21% 84
2023
Q1 		$201K Buy
+3,226
New +$200K 0.19% 88
2022
Q4 		– Sell
-3,297
Closed -$203K – 96
2022
Q3 		$203K Sell
3,297
-694
-17% -$44.4K 0.19% 84
2022
Q2 		$235K Sell
3,991
-350
-8% -$21.5K 0.2% 83
2022
Q1 		$246K Buy
+4,341
New +$192K 0.17% 88

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clarus Group's OXY Position: Q4 2023 in Review

Clarus Group sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 4,916 shares — an estimated $319K sold.

Clarus Group first reported a position in OXY in Q1 2022 and held it in 6 quarters. The position peaked at $319K in Q3 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

  • Clarus Group reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
  • Clarus Group sold 4,916 Occidental Petroleum shares in Q4 2023, an estimated $319K.
  • Clarus Group first reported a position in Occidental Petroleum in Q1 2022 and held it in 6 quarters.
  • Clarus Group's Occidental Petroleum position peaked at $319K in Q3 2023.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Clarus Group's 13F filing for Q4 2023, filed 29 Jan 2024.