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Donoghue Forlines’s Occidental Petroleum OXY Stock Holding History

Donoghue Forlines’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
-10,296
Closed -$669K – 254
2024
Q1 		$669K Sell
10,296
-151
-1% -$9.02K 0.19% 121
2023
Q4 		$624K Buy
10,447
+1,476
+16% +$90.1K 0.2% 133
2023
Q3 		$582K Buy
8,971
+191
+2% +$12K 0.21% 147
2023
Q2 		$516K Buy
+8,780
New +$527K 0.16% 124
2023
Q1 		– Sell
-19,312
Closed -$1.22M – 253
2022
Q4 		$1.22M Buy
19,312
+9,659
+100% +$658K 0.43% 72
2022
Q3 		$593K Sell
9,653
-498
-5% -$31.9K 0.21% 85
2022
Q2 		$598K Sell
10,151
-7,336
-42% -$451K 0.16% 184
2022
Q1 		$992K Buy
+17,487
New +$773K 0.22% 138
2018
Q4 		– Sell
-176,011
Closed -$14.5M – 115
2018
Q3 		$14.5M Sell
176,011
-15,414
-8% -$1.25M 1.13% 18
2018
Q2 		$16M Sell
191,425
-89,518
-32% -$7.15M 1.32% 33
2018
Q1 		$18.3M Buy
280,943
+21,781
+8% +$1.52M 1.58% 14
2017
Q4 		$19.1M Sell
259,162
-9,054
-3% -$615K 1.45% 16
2017
Q3 		$17.2M Buy
268,216
+1,807
+0.7% +$110K 1.82% 18
2017
Q2 		$15.9M Buy
+266,409
New +$16.3M 1.81% 31

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

Donoghue Forlines's OXY Position: Q2 2024 in Review

Donoghue Forlines sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 10,296 shares — an estimated $669K sold.

Donoghue Forlines first reported a position in OXY in Q2 2017 and held it in 14 quarters. The position peaked at $19.1M in Q4 2017. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • Donoghue Forlines reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • Donoghue Forlines sold 10,296 Occidental Petroleum shares in Q2 2024, an estimated $669K.
  • Donoghue Forlines first reported a position in Occidental Petroleum in Q2 2017 and held it in 14 quarters.
  • Donoghue Forlines's Occidental Petroleum position peaked at $19.1M in Q4 2017.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Donoghue Forlines's 13F filing for Q2 2024, filed 6 Aug 2024.