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Kenfarb & Co’s Occidental Petroleum OXY Stock Holding History

Kenfarb & Co’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
2023
Q3 		$20.2K Hold
312
– – 0.02% 162
2023
Q2 		$18.3K Hold
312
– – 0.02% 164
2023
Q1 		$19.5K Hold
312
– – 0.02% 161
2022
Q4 		$19.7K Hold
312
– – 0.02% 166
2022
Q3 		$19K Sell
312
-2,188
-88% -$140K 0.02% 164
2022
Q2 		$142K Hold
2,500
– – 0.11% 113
2022
Q1 		$142K Hold
2,500
– – 0.11% 113
2021
Q4 		$72K Buy
+2,500
New +$78.5K 0.05% 131

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kenfarb & Co's OXY Position: Q3 2023 in Review

Kenfarb & Co held its Occidental Petroleum (OXY) position steady in Q3 2023 at 312 shares worth $20.2K. The position accounts for 0.02% of the portfolio, ranked #162.

Kenfarb & Co first reported a position in OXY in Q4 2021 and has held it in 8 quarters since. The position peaked at $142K in Q2 2022. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • Kenfarb & Co held 312 shares of Occidental Petroleum worth $20.2K as of Q3 2023.
  • Kenfarb & Co left its Occidental Petroleum share count unchanged in Q3 2023.
  • Occidental Petroleum made up 0.02% of Kenfarb & Co's portfolio in Q3 2023, its #162 holding.
  • Kenfarb & Co first reported a position in Occidental Petroleum in Q4 2021 and has held it in 8 quarters since.
  • Kenfarb & Co's Occidental Petroleum position peaked at $142K in Q2 2022.
  • 1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.