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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 – 604
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 – 886
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 $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

James Investment Research's OXY Position: Q4 2022 in Review

James Investment Research sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 1,240 shares — an estimated $76K sold.

James Investment Research first reported a position in OXY in Q3 2014 and held it in 6 quarters. The position peaked at $1.02M in Q4 2018. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

  • James Investment Research reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
  • James Investment Research sold 1,240 Occidental Petroleum shares in Q4 2022, an estimated $76K.
  • James Investment Research first reported a position in Occidental Petroleum in Q3 2014 and held it in 6 quarters.
  • James Investment Research's Occidental Petroleum position peaked at $1.02M in Q4 2018.
  • 1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on James Investment Research's 13F filing for Q4 2022, filed 30 Jan 2023.