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Freedom Investment Management’s Occidental Petroleum OXY Stock Holding History

Freedom Investment 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
2024
Q1 		– Sell
-4,121
Closed -$246K – 822
2023
Q4 		$246K Sell
4,121
-164
-4% -$10K 0.02% 657
2023
Q3 		$278K Sell
4,285
-8,032
-65% -$505K 0.03% 534
2023
Q2 		$724K Sell
12,317
-7,101
-37% -$426K 0.08% 311
2023
Q1 		$1.21M Sell
19,418
-4,329
-18% -$269K 0.14% 198
2022
Q4 		$1.5M Sell
23,747
-569
-2% -$38.8K 0.17% 160
2022
Q3 		$1.49M Sell
24,316
-4,610
-16% -$295K 0.17% 150
2022
Q2 		$1.7M Sell
28,926
-1,286
-4% -$79K 0.18% 137
2022
Q1 		$1.71M Buy
+30,212
New +$1.34M 0.15% 165
2019
Q3 		– Sell
-4,176
Closed -$210K – 729
2019
Q2 		$210K Buy
+4,176
New +$235K 0.02% 625
2019
Q1 		– Sell
-3,697
Closed -$227K – 763
2018
Q4 		$227K Sell
3,697
-676
-15% -$47.5K 0.02% 664
2018
Q3 		$347K Buy
4,373
+840
+24% +$67.9K 0.02% 664
2018
Q2 		$296K Buy
+3,533
New +$282K 0.02% 763
2015
Q3 		– Sell
-16,108
Closed -$1.25M – 719
2015
Q2 		$1.25M Sell
16,108
-139
-0.9% -$10.9K 0.13% 116
2015
Q1 		$1.18M Buy
16,247
+4,478
+38% +$346K 0.13% 110
2014
Q4 		$947K Buy
11,769
+1,629
+16% +$135K 0.12% 137
2014
Q3 		$934K Buy
10,140
+2,343
+30% +$225K 0.16% 97
2014
Q2 		$767K Buy
7,797
+2,332
+43% +$219K 0.13% 136
2014
Q1 		$499K Buy
5,465
+2,490
+84% +$222K 0.11% 189
2013
Q4 		$271K Buy
+2,975
New +$272K 0.07% 300

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Freedom Investment Management's OXY Position: Q1 2024 in Review

Freedom Investment Management sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 4,121 shares — an estimated $246K sold.

Freedom Investment Management first reported a position in OXY in Q4 2013 and held it in 19 quarters. The position peaked at $1.71M in Q1 2022. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • Freedom Investment Management reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 4,121 Occidental Petroleum shares in Q1 2024, an estimated $246K.
  • Freedom Investment Management first reported a position in Occidental Petroleum in Q4 2013 and held it in 19 quarters.
  • Freedom Investment Management's Occidental Petroleum position peaked at $1.71M in Q1 2022.
  • 1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.