Hudson Valley Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Hudson Valley Investment 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
2023 Q4	–	Sell	-4,507	Closed	-$292K	–	186
2023 Q3	$292K	Sell	4,507 -122	-3%	-$7.68K	0.04%	156
2023 Q2	$272K	Hold	4,629	–	–	0.04%	176
2023 Q1	$289K	Hold	4,629	–	–	0.04%	184
2022 Q4	$292K	Hold	4,629	–	–	0.04%	186
2022 Q3	$284K	Buy	+4,629	New	+$296K	0.05%	180
2015 Q3	–	Sell	-2,635	Closed	-$205K	–	157
2015 Q2	$205K	Buy	+2,635	New	+$206K	0.06%	136
2015 Q1	–	Sell	-2,635	Closed	-$212K	–	129
2014 Q4	$212K	Sell	2,635 -216	-8%	-$17.9K	0.09%	115
2014 Q3	$263K	Hold	2,851	–	–	0.11%	107
2014 Q2	$280K	Sell	2,851 -16	-0.6%	-$1.5K	0.12%	106
2014 Q1	$262K	Sell	2,867 -11	-0.4%	-$983	0.11%	109
2013 Q4	$262K	Buy	2,878 +27	+0.9%	+$2.46K	0.12%	109
2013 Q3	$255K	Sell	2,851 -31	-1%	-$2.66K	0.12%	106
2013 Q2	$246K	Buy	+2,882	New	+$244K	0.12%	108

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hudson Valley Investment Advisors's OXY Position: Q4 2023 in Review

Hudson Valley Investment Advisors sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 4,507 shares — an estimated $292K sold.

Hudson Valley Investment Advisors first reported a position in OXY in Q2 2013 and held it in 13 quarters. The position peaked at $292K in Q3 2023. 1,220 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

Hudson Valley Investment Advisors reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
Hudson Valley Investment Advisors sold 4,507 Occidental Petroleum shares in Q4 2023, an estimated $292K.
Hudson Valley Investment Advisors first reported a position in Occidental Petroleum in Q2 2013 and held it in 13 quarters.
Hudson Valley Investment Advisors's Occidental Petroleum position peaked at $292K in Q3 2023.
1,220 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.