Estate Counselors’s Occidental Petroleum OXY Stock Holding History

Estate Counselors’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 Q1	–	Sell	-24,219	Closed	-$1.45M	–	144
2023 Q4	$1.45M	Hold	24,219	–	–	0.18%	74
2023 Q3	$1.57M	Sell	24,219 -11	-0%	-$692	0.21%	56
2023 Q2	$1.42M	Hold	24,230	–	–	0.18%	69
2023 Q1	$1.51M	Sell	24,230 -58	-0.2%	-$3.6K	0.2%	52
2022 Q4	$1.53M	Hold	24,288	–	–	0.21%	62
2022 Q3	$1.49M	Hold	24,288	–	–	0.23%	52
2022 Q2	$1.43M	Sell	24,288 -38,216	-61%	-$2.35M	0.21%	55
2022 Q1	$3.55M	Hold	62,504	–	–	0.46%	46
2021 Q4	$1.81M	Buy	62,504 +404	+0.7%	+$12.7K	0.22%	51
2021 Q3	$1.84M	Buy	62,100 +23,250	+60%	+$621K	0.23%	51
2021 Q2	$1.21M	Buy	38,850 +800	+2%	+$21.5K	0.16%	73
2021 Q1	$1.01M	Buy	+38,050	New	+$952K	0.15%	99

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Estate Counselors's OXY Position: Q1 2024 in Review

Estate Counselors sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 24,219 shares — an estimated $1.45M sold.

Estate Counselors first reported a position in OXY in Q1 2021 and held it in 12 quarters. The position peaked at $3.55M in Q1 2022. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

Estate Counselors reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
Estate Counselors sold 24,219 Occidental Petroleum shares in Q1 2024, an estimated $1.45M.
Estate Counselors first reported a position in Occidental Petroleum in Q1 2021 and held it in 12 quarters.
Estate Counselors's Occidental Petroleum position peaked at $3.55M in Q1 2022.
1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Estate Counselors's 13F filing for Q1 2024, filed 14 May 2024.