JIR
OXY icon

James Investment Research’s Occidental Petroleum OXY Stock Holding History

James Investment Research’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
2022
Q4 		– Sell
-1,240
Closed -$76K – 605
2022
Q3 		$76K Buy
1,240
+389
+46% +$24.9K 0.01% 333
2022
Q2 		$50K Buy
+851
New +$52.3K 0.01% 349
2019
Q1 		– Sell
-16,700
Closed -$1.02M – 887
2018
Q4 		$1.02M Buy
+16,700
New +$1.17M 0.06% 351
2015
Q2 		– Sell
-60
Closed -$4K – 514
2015
Q1 		$4K Hold
60
– – ﹤0.01% 510
2014
Q4 		$5K Sell
60
-3
-5% -$249 ﹤0.01% 499
2014
Q3 		$6K Buy
+63
New +$6.04K ﹤0.01% 504

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return