Jackson Creek Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Jackson Creek 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
2024 Q1	–	Sell	-3,757	Closed	-$224K	–	350
2023 Q4	$224K	Buy	+3,757	New	+$229K	0.09%	292
2022 Q4	–	Sell	-4,404	Closed	-$271K	–	359
2022 Q3	$271K	Hold	4,404	–	–	0.13%	280
2022 Q2	$290K	Sell	4,404 -2,375	-35%	-$146K	0.12%	285
2022 Q1	$385K	Sell	6,779 -4,856	-42%	-$215K	0.14%	267
2021 Q4	$337K	Sell	11,635 -2,211	-16%	-$69.4K	0.12%	264
2021 Q3	$410K	Buy	+13,846	New	+$370K	0.15%	247

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

Jackson Creek Investment Advisors's OXY Position: Q1 2024 in Review

Jackson Creek Investment Advisors sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 3,757 shares — an estimated $224K sold.

Jackson Creek Investment Advisors first reported a position in OXY in Q3 2021 and held it in 6 quarters. The position peaked at $410K in Q3 2021. 1,242 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

Jackson Creek Investment Advisors reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
Jackson Creek Investment Advisors sold 3,757 Occidental Petroleum shares in Q1 2024, an estimated $224K.
Jackson Creek Investment Advisors first reported a position in Occidental Petroleum in Q3 2021 and held it in 6 quarters.
Jackson Creek Investment Advisors's Occidental Petroleum position peaked at $410K in Q3 2021.
1,242 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.