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Delta Financial Group’s Occidental Petroleum OXY Stock Holding History

Delta Financial 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
2024
Q2 		– Sell
-4,212
Closed -$274K – 195
2024
Q1 		$274K Sell
4,212
-219
-5% -$13.1K 0.08% 192
2023
Q4 		$265K Hold
4,431
– – 0.08% 177
2023
Q3 		$287K Buy
+4,431
New +$279K 0.1% 157
2023
Q2 		– Sell
-4,421
Closed -$276K – 160
2023
Q1 		$276K Buy
4,421
+1
+0% +$62 0.11% 137
2022
Q4 		$284K Buy
+4,420
New +$301K 0.13% 122

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

Delta Financial Group's OXY Position: Q2 2024 in Review

Delta Financial Group sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 4,212 shares — an estimated $274K sold.

Delta Financial Group first reported a position in OXY in Q4 2022 and held it in 5 quarters. The position peaked at $287K in Q3 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • Delta Financial Group reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • Delta Financial Group sold 4,212 Occidental Petroleum shares in Q2 2024, an estimated $274K.
  • Delta Financial Group first reported a position in Occidental Petroleum in Q4 2022 and held it in 5 quarters.
  • Delta Financial Group's Occidental Petroleum position peaked at $287K in Q3 2023.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Delta Financial Group's 13F filing for Q2 2024, filed 15 Jul 2024.