Hoey Investments’s Occidental Petroleum OXY Stock Holding History

Hoey Investments’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	-700	Closed	-$41.8K	–	367
2023 Q4	$41.8K	Sell	700 -17,265	-96%	-$1.05M	0.01%	133
2023 Q3	$1.17M	Sell	17,965 -1,144	-6%	-$72K	0.39%	33
2023 Q2	$1.12M	Buy	19,109 +480	+3%	+$28.8K	0.37%	40
2023 Q1	$1.16M	Sell	18,629 -1,777	-9%	-$110K	0.45%	42
2022 Q4	$1.29M	Sell	20,406 -3,036	-13%	-$207K	0.55%	35
2022 Q3	$1.44M	Sell	23,442 -76	-0.3%	-$4.87K	0.57%	35
2022 Q2	$1.39M	Buy	23,518 +9,787	+71%	+$601K	0.6%	21
2022 Q1	$779K	Buy	13,731 +5,194	+61%	+$230K	0.21%	37
2021 Q4	$247K	Buy	8,537 +3,850	+82%	+$121K	0.06%	56
2021 Q3	$139K	Sell	4,687 -3,502	-43%	-$93.5K	0.04%	68
2021 Q2	$256K	Buy	+8,189	New	+$220K	0.08%	63

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

Hoey Investments's OXY Position: Q1 2024 in Review

Hoey Investments sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 700 shares — an estimated $41.8K sold.

Hoey Investments first reported a position in OXY in Q2 2021 and held it in 11 quarters. The position peaked at $1.44M in Q3 2022. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

Hoey Investments reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
Hoey Investments sold 700 Occidental Petroleum shares in Q1 2024, an estimated $41.8K.
Hoey Investments first reported a position in Occidental Petroleum in Q2 2021 and held it in 11 quarters.
Hoey Investments's Occidental Petroleum position peaked at $1.44M in Q3 2022.
1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Hoey Investments's 13F filing for Q1 2024, filed 10 May 2024.