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JB Investments Management’s Occidental Petroleum OXY Stock Holding History

JB Investments 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
2022
Q2 		– Sell
-2,710,967
Closed -$154M – 4
2022
Q1 		$154M Sell
2,710,967
-19,675,320
-88% -$870M 20.16% 1
2021
Q4 		$649M Buy
22,386,287
+394,537
+2% +$12.4M 30.53% 1
2021
Q3 		$651M Buy
21,991,750
+2,151,274
+11% +$57.4M 32.42% 1
2021
Q2 		$620M Buy
19,840,476
+4,472,030
+29% +$120M 31.71% 1
2021
Q1 		$409M Buy
15,368,446
+776,950
+5% +$19.4M 29.66% 1
2020
Q4 		$253M Buy
+14,591,496
New +$200M 32.26% 1

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JB Investments Management's OXY Position: Q2 2022 in Review

JB Investments Management sold out of Occidental Petroleum (OXY) in Q2 2022, closing a stake of 2,710,967 shares — an estimated $154M sold.

JB Investments Management first reported a position in OXY in Q4 2020 and held it in 6 quarters. The position peaked at $651M in Q3 2021. 1,051 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

  • JB Investments Management reported no remaining Occidental Petroleum position as of Q2 2022 after selling out during the quarter.
  • JB Investments Management sold 2,710,967 Occidental Petroleum shares in Q2 2022, an estimated $154M.
  • JB Investments Management first reported a position in Occidental Petroleum in Q4 2020 and held it in 6 quarters.
  • JB Investments Management's Occidental Petroleum position peaked at $651M in Q3 2021.
  • 1,051 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on JB Investments Management's 13F filing for Q2 2022.