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Disciplined Investments’s Occidental Petroleum OXY Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-107
Closed -$6.29K – 1122
2023
Q2 		$6.29K Sell
107
-6,773
-98% -$406K ﹤0.01% 380
2023
Q1 		$430K Sell
6,880
-34
-0.5% -$2.11K 0.18% 93
2022
Q4 		$435K Sell
6,914
-28
-0.4% -$1.91K 0.21% 79
2022
Q3 		$427K Buy
6,942
+35
+0.5% +$2.24K 0.2% 90
2022
Q2 		$407K Buy
6,907
+3,245
+89% +$199K 0.18% 92
2022
Q1 		$208K Buy
+3,662
New +$162K 0.09% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Investments's OXY Position: Q3 2023 in Review

Disciplined Investments sold out of Occidental Petroleum (OXY) in Q3 2023, closing a stake of 107 shares — an estimated $6.29K sold.

Disciplined Investments first reported a position in OXY in Q1 2022 and held it in 6 quarters. The position peaked at $435K in Q4 2022. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • Disciplined Investments reported no remaining Occidental Petroleum position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 107 Occidental Petroleum shares in Q3 2023, an estimated $6.29K.
  • Disciplined Investments first reported a position in Occidental Petroleum in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Occidental Petroleum position peaked at $435K in Q4 2022.
  • 1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.