Energy Opportunities Capital Management’s Occidental Petroleum OXY Stock Holding History

Energy Opportunities 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	-3,450	Closed	-$212K	–	38
2022 Q3	$212K	Sell	3,450 -140	-4%	-$8.96K	0.68%	38
2022 Q2	$211K	Buy	+3,590	New	+$221K	0.6%	40
2016 Q2	–	Sell	-45,900	Closed	-$3.14M	–	54
2016 Q1	$3.14M	Sell	45,900 -304	-0.7%	-$20.4K	1.06%	27
2015 Q4	$3.12M	Buy	+46,204	New	+$3.32M	1.09%	29
2013 Q4	–	Sell	-53,408	Closed	-$4.79M	–	40
2013 Q3	$4.79M	Sell	53,408 -4,201	-7%	-$361K	0.87%	29
2013 Q2	$4.92M	Buy	+57,609	New	+$4.87M	0.9%	30

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

Energy Opportunities Capital Management's OXY Position: Q4 2022 in Review

Energy Opportunities Capital Management sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 3,450 shares — an estimated $212K sold.

Energy Opportunities Capital Management first reported a position in OXY in Q2 2013 and held it in 6 quarters. The position peaked at $4.92M in Q2 2013. 1,162 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

Energy Opportunities Capital Management reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
Energy Opportunities Capital Management sold 3,450 Occidental Petroleum shares in Q4 2022, an estimated $212K.
Energy Opportunities Capital Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 6 quarters.
Energy Opportunities Capital Management's Occidental Petroleum position peaked at $4.92M in Q2 2013.
1,162 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

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