Congress Park Capital’s Occidental Petroleum OXY Stock Holding History

Congress Park Capital’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	-3,623	Closed	-$228K	–	120
2024 Q2	$228K	Sell	3,623 -84	-2%	-$5.39K	0.09%	105
2024 Q1	$241K	Sell	3,707 -158	-4%	-$9.44K	0.11%	103
2023 Q4	$231K	Hold	3,865	–	–	0.11%	107
2023 Q3	$251K	Sell	3,865 -4,125	-52%	-$260K	0.13%	105
2023 Q2	$470K	Buy	7,990 +250	+3%	+$15K	0.23%	88
2023 Q1	$483K	Buy	+7,740	New	+$481K	0.25%	80
2018 Q4	–	Sell	-9,675	Closed	-$795K	–	94
2018 Q3	$795K	Buy	9,675 +2	+0%	+$162	0.71%	39
2018 Q2	$809K	Buy	9,673 +1	+0%	+$80	0.78%	40
2018 Q1	$628K	Sell	9,672 -3,308	-25%	-$231K	0.65%	44
2017 Q4	$956K	Buy	+12,980	New	+$881K	0.96%	33

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Congress Park Capital's OXY Position: Q3 2024 in Review

Congress Park Capital sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 3,623 shares — an estimated $228K sold.

Congress Park Capital first reported a position in OXY in Q4 2017 and held it in 10 quarters. The position peaked at $956K in Q4 2017. 1,206 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Congress Park Capital reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
Congress Park Capital sold 3,623 Occidental Petroleum shares in Q3 2024, an estimated $228K.
Congress Park Capital first reported a position in Occidental Petroleum in Q4 2017 and held it in 10 quarters.
Congress Park Capital's Occidental Petroleum position peaked at $956K in Q4 2017.
1,206 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Congress Park Capital's 13F filing for Q3 2024, filed 9 Oct 2024.