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Desjardins Global Asset Management’s Occidental Petroleum OXY Stock Holding History

Desjardins Global Asset 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
Q4 		$6.21K Hold
104
– – ﹤0.01% 648
2023
Q3 		$6.74K Sell
104
-129
-55% -$8.12K ﹤0.01% 665
2023
Q2 		$13.7K Hold
233
– – ﹤0.01% 604
2023
Q1 		$15K Buy
+233
New +$14.5K ﹤0.01% 593

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

Desjardins Global Asset Management's OXY Position: Q4 2023 in Review

Desjardins Global Asset Management held its Occidental Petroleum (OXY) position steady in Q4 2023 at 104 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Desjardins Global Asset Management first reported a position in OXY in Q1 2023 and has held it in 4 quarters since. The position peaked at $15K in Q1 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

  • Desjardins Global Asset Management held 104 shares of Occidental Petroleum worth $6.21K as of Q4 2023.
  • Desjardins Global Asset Management left its Occidental Petroleum share count unchanged in Q4 2023.
  • Occidental Petroleum made up ﹤0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #648 holding.
  • Desjardins Global Asset Management first reported a position in Occidental Petroleum in Q1 2023 and has held it in 4 quarters since.
  • Desjardins Global Asset Management's Occidental Petroleum position peaked at $15K in Q1 2023.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.