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Clear Investment Research’s Occidental Petroleum OXY Stock Holding History

Clear Investment Research’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
Q2 		– Sell
-9
Closed -$590 – 218
2024
Q1 		$590 Sell
9
-7
-44% -$418 ﹤0.01% 203
2023
Q4 		$959 Hold
16
– – ﹤0.01% 250
2023
Q3 		$1.04K Sell
16
-1
-6% -$63 ﹤0.01% 174
2023
Q2 		$1K Buy
+17
New +$1.02K ﹤0.01% 178
2019
Q4 		– Sell
-4
Closed – – 300
2019
Q3 		$0 Buy
4
+1
+33% +$47 ﹤0.01% 343
2019
Q2 		$0 Hold
3
– – ﹤0.01% 342
2019
Q1 		$0 Hold
3
– – ﹤0.01% 330
2018
Q4 		$0 Hold
3
– – ﹤0.01% 329
2018
Q3 		$0 Buy
+3
New +$242 ﹤0.01% 337

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
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
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

Clear Investment Research's OXY Position: Q2 2024 in Review

Clear Investment Research sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 9 shares — an estimated $590 sold.

Clear Investment Research first reported a position in OXY in Q3 2018 and held it in 9 quarters. The position peaked at $1.04K in Q3 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • Clear Investment Research reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • Clear Investment Research sold 9 Occidental Petroleum shares in Q2 2024, an estimated $590.
  • Clear Investment Research first reported a position in Occidental Petroleum in Q3 2018 and held it in 9 quarters.
  • Clear Investment Research's Occidental Petroleum position peaked at $1.04K in Q3 2023.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Clear Investment Research's 13F filing for Q2 2024, filed 8 Aug 2024.