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EMFO LLC’s Occidental Petroleum OXY Stock Holding History

EMFO LLC’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 		$284K Sell
4,500
-4,000
-47% -$257K 0.25% 72
2024
Q1 		$552K Buy
8,500
+2,500
+42% +$149K 0.51% 46
2023
Q4 		$358K Buy
+6,000
New +$366K 0.33% 65
2021
Q3 		– Sell
-1,970
Closed -$62K – 358
2021
Q2 		$62K Buy
+1,970
New +$52.8K 0.05% 187

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

EMFO LLC's OXY Position: Q2 2024 in Review

EMFO LLC reduced its Occidental Petroleum (OXY) stake by 47% in Q2 2024, selling an estimated $257K and leaving 4,500 shares worth $284K. The position accounts for 0.25% of the portfolio, ranked #72.

EMFO LLC first reported a position in OXY in Q2 2021 and has held it in 4 quarters since. The position peaked at $552K in Q1 2024. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • EMFO LLC held 4,500 shares of Occidental Petroleum worth $284K as of Q2 2024.
  • EMFO LLC sold 4,000 Occidental Petroleum shares in Q2 2024, an estimated $257K.
  • Occidental Petroleum made up 0.25% of EMFO LLC's portfolio in Q2 2024, its #72 holding.
  • EMFO LLC first reported a position in Occidental Petroleum in Q2 2021 and has held it in 4 quarters since.
  • EMFO LLC's Occidental Petroleum position peaked at $552K in Q1 2024.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.