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Industrial Alliance Investment Management’s Occidental Petroleum OXY Stock Holding History

Industrial Alliance 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
2023
Q3 		– Sell
-2,110
Closed -$124K – 123
2023
Q2 		$124K Sell
2,110
-10,731
-84% -$644K 0.07% 103
2023
Q1 		$802K Sell
12,841
-144,659
-92% -$8.99M 0.02% 321
2022
Q4 		$9.92M Buy
157,500
+39,110
+33% +$2.66M 0.28% 90
2022
Q3 		$7.28M Buy
118,390
+46,850
+65% +$3M 0.21% 111
2022
Q2 		$4.21M Buy
+71,540
New +$4.39M 0.12% 154

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Industrial Alliance Investment Management's OXY Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Occidental Petroleum (OXY) in Q3 2023, closing a stake of 2,110 shares — an estimated $124K sold.

Industrial Alliance Investment Management first reported a position in OXY in Q2 2022 and held it in 5 quarters. The position peaked at $9.92M in Q4 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Occidental Petroleum position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 2,110 Occidental Petroleum shares in Q3 2023, an estimated $124K.
  • Industrial Alliance Investment Management first reported a position in Occidental Petroleum in Q2 2022 and held it in 5 quarters.
  • Industrial Alliance Investment Management's Occidental Petroleum position peaked at $9.92M in Q4 2022.
  • 1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.