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Intact Investment Management’s Occidental Petroleum OXY Stock Holding History

Intact 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
Q4 		– Sell
-55,910
Closed -$2.82M – 340
2024
Q3 		$2.88M Buy
55,910
+5,200
+10% +$297K 0.1% 167
2024
Q2 		$3.2M Sell
50,710
-10,690
-17% -$686K 0.12% 156
2024
Q1 		$3.99M Sell
61,400
-6,600
-10% -$394K 0.16% 130
2023
Q4 		$4.06M Buy
+68,000
New +$4.15M 0.16% 123
2020
Q1 		– Sell
-96,400
Closed -$3.97M – 239
2019
Q4 		$3.97M Buy
96,400
+70,200
+268% +$2.81M 0.13% 123
2019
Q3 		$1.17M Sell
26,200
-29,800
-53% -$1.41M 0.04% 179
2019
Q2 		$2.81M Buy
56,000
+35,300
+171% +$1.99M 0.1% 138
2019
Q1 		$1.37M Sell
20,700
-29,500
-59% -$1.94M 0.05% 168
2018
Q4 		$3.08M Hold
50,200
– – 0.13% 126
2018
Q3 		$4.12M Buy
+50,200
New +$4.06M 0.15% 118
2016
Q1 		– Sell
-27,647
Closed -$1.87M – 288
2015
Q4 		$1.87M Hold
27,647
– – 0.08% 120
2015
Q3 		$1.82M Buy
27,647
+6,611
+31% +$462K 0.08% 114
2015
Q2 		$1.63M Buy
21,036
+11,019
+110% +$861K 0.07% 124
2015
Q1 		$730K Buy
10,017
+1,402
+16% +$108K 0.03% 171
2014
Q4 		$693K Sell
8,615
-361
-4% -$30K 0.03% 176
2014
Q3 		$827K Hold
8,976
– – 0.03% 151
2014
Q2 		$882K Hold
8,976
– – 0.04% 123
2014
Q1 		$819K Hold
8,976
– – 0.04% 130
2013
Q4 		$818K Sell
8,976
-731
-8% -$66.7K 0.04% 109
2013
Q3 		$870K Buy
9,707
+7,306
+304% +$628K 0.05% 99
2013
Q2 		$205K Buy
+2,401
New +$203K 0.01% 124

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Intact Investment Management's OXY Position: Q4 2024 in Review

Intact Investment Management sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 55,910 shares — an estimated $2.82M sold.

Intact Investment Management first reported a position in OXY in Q2 2013 and held it in 21 quarters. The position peaked at $4.12M in Q3 2018. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Intact Investment Management reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Intact Investment Management sold 55,910 Occidental Petroleum shares in Q4 2024, an estimated $2.82M.
  • Intact Investment Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 21 quarters.
  • Intact Investment Management's Occidental Petroleum position peaked at $4.12M in Q3 2018.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Intact Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.