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Herr Investment Group’s Occidental Petroleum OXY Stock Holding History

Herr Investment Group’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 		$630K Hold
10,000
– – 0.04% 62
2024
Q1 		$650K Hold
10,000
– – 0.17% 52
2023
Q4 		$597K Buy
+10,000
New +$610K 0.03% 64

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

Herr Investment Group's OXY Position: Q2 2024 in Review

Herr Investment Group held its Occidental Petroleum (OXY) position steady in Q2 2024 at 10,000 shares worth $630K. The position accounts for 0.04% of the portfolio, ranked #62.

Herr Investment Group first reported a position in OXY in Q4 2023 and has held it in 3 quarters since. The position peaked at $650K in Q1 2024. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • Herr Investment Group held 10,000 shares of Occidental Petroleum worth $630K as of Q2 2024.
  • Herr Investment Group left its Occidental Petroleum share count unchanged in Q2 2024.
  • Occidental Petroleum made up 0.04% of Herr Investment Group's portfolio in Q2 2024, its #62 holding.
  • Herr Investment Group first reported a position in Occidental Petroleum in Q4 2023 and has held it in 3 quarters since.
  • Herr Investment Group's Occidental Petroleum position peaked at $650K in Q1 2024.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Herr Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.