InterOcean Capital Group’s Occidental Petroleum OXY Stock Holding History

InterOcean Capital 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 Q1	$1.14M	Buy	17,561 +6,560	+60%	+$392K	0.03%	195
2023 Q4	$657K	Buy	11,001 +555	+5%	+$33.9K	0.02%	248
2023 Q3	$678K	Sell	10,446 -330	-3%	-$20.8K	0.02%	234
2023 Q2	$634K	Buy	10,776 +1,535	+17%	+$92.1K	0.02%	237
2023 Q1	$577K	Buy	9,241 +2,115	+30%	+$131K	0.02%	243
2022 Q4	$449K	Sell	7,126 -42	-0.6%	-$2.86K	0.02%	278
2022 Q3	$440K	Buy	7,168 +989	+16%	+$63.3K	0.02%	254
2022 Q2	$364K	Buy	6,179 +344	+6%	+$21.1K	0.01%	288
2022 Q1	$331K	Buy	+5,835	New	+$258K	0.01%	206

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

InterOcean Capital Group's OXY Position: Q1 2024 in Review

InterOcean Capital Group increased its Occidental Petroleum (OXY) stake by 60% in Q1 2024, buying an estimated $392K and bringing the position to 17,561 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #195.

InterOcean Capital Group first reported a position in OXY in Q1 2022 and has held it in 9 quarters since. 1,242 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

InterOcean Capital Group held 17,561 shares of Occidental Petroleum worth $1.14M as of Q1 2024.
InterOcean Capital Group bought 6,560 Occidental Petroleum shares in Q1 2024, an estimated $392K.
Occidental Petroleum made up 0.03% of InterOcean Capital Group's portfolio in Q1 2024, its #195 holding.
InterOcean Capital Group first reported a position in Occidental Petroleum in Q1 2022 and has held it in 9 quarters since.
1,242 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.