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Financial Sense Advisors’s Occidental Petroleum OXY Stock Holding History

Financial Sense Advisors’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
-11,253
Closed -$731K – 128
2024
Q1 		$731K Sell
11,253
-67,726
-86% -$4.05M 0.24% 75
2023
Q4 		$4.72M Sell
78,979
-15,829
-17% -$966K 1.75% 13
2023
Q3 		$6.15M Buy
94,808
+80,565
+566% +$5.07M 2.61% 10
2023
Q2 		$838K Buy
14,243
+25
+0.2% +$1.5K 0.35% 66
2023
Q1 		$888K Buy
14,218
+17
+0.1% +$1.06K 0.39% 62
2022
Q4 		$895K Sell
14,201
-789
-5% -$53.7K 0.37% 61
2022
Q3 		$921K Buy
14,990
+8,990
+150% +$575K 0.39% 50
2022
Q2 		$353K Buy
+6,000
New +$369K 0.13% 77
2014
Q3 		– Sell
-2,089
Closed -$205K – 133
2014
Q2 		$205K Buy
+2,089
New +$196K 0.08% 115
2014
Q1 		– Sell
-2,427
Closed -$221K – 127
2013
Q4 		$221K Sell
2,427
-1,192
-33% -$109K 0.09% 105
2013
Q3 		$324K Buy
+3,619
New +$311K 0.14% 102

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

Financial Sense Advisors's OXY Position: Q2 2024 in Review

Financial Sense Advisors sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 11,253 shares — an estimated $731K sold.

Financial Sense Advisors first reported a position in OXY in Q3 2013 and held it in 11 quarters. The position peaked at $6.15M in Q3 2023. 1,220 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • Financial Sense Advisors reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • Financial Sense Advisors sold 11,253 Occidental Petroleum shares in Q2 2024, an estimated $731K.
  • Financial Sense Advisors first reported a position in Occidental Petroleum in Q3 2013 and held it in 11 quarters.
  • Financial Sense Advisors's Occidental Petroleum position peaked at $6.15M in Q3 2023.
  • 1,220 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Financial Sense Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.