Echo Street Capital Management’s Occidental Petroleum OXY Stock Holding History

Echo Street Capital 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
2022 Q4	–	Sell	-6,082	Closed	-$374K	–	615
2022 Q3	$374K	Buy	+6,082	New	+$389K	﹤0.01%	350
2022 Q2	–	Sell	-13,585	Closed	-$771K	–	669
2022 Q1	$771K	Sell	13,585 -4,877	-26%	-$216K	0.01%	291
2021 Q4	$535K	Buy	+18,462	New	+$579K	﹤0.01%	391
2021 Q1	–	Sell	-21,886	Closed	-$379K	–	575
2020 Q4	$379K	Buy	+21,886	New	+$300K	﹤0.01%	291
2020 Q3	–	Sell	-63,548	Closed	-$1.16M	–	299
2020 Q2	$1.16M	Buy	+63,548	New	+$1M	0.01%	239

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Echo Street Capital Management's OXY Position: Q4 2022 in Review

Echo Street Capital Management sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 6,082 shares — an estimated $374K sold.

Echo Street Capital Management first reported a position in OXY in Q2 2020 and held it in 5 quarters. The position peaked at $1.16M in Q2 2020. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

Echo Street Capital Management reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
Echo Street Capital Management sold 6,082 Occidental Petroleum shares in Q4 2022, an estimated $374K.
Echo Street Capital Management first reported a position in Occidental Petroleum in Q2 2020 and held it in 5 quarters.
Echo Street Capital Management's Occidental Petroleum position peaked at $1.16M in Q2 2020.
1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on Echo Street Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.