Keystone Investors’s Occidental Petroleum OXY Stock Holding History

Keystone Investors’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 Q4	–	Sell	-21,500	Closed	-$1.39M	–	54
2023 Q3	$1.39M	Buy	+21,500	New	+$1.35M	0.17%	29
2023 Q2	–	Sell	-11,821	Closed	-$738K	–	48
2023 Q1	$738K	Sell	11,821 -3,829	-24%	-$238K	0.15%	29
2022 Q4	$986K	Buy	+15,650	New	+$1.07M	0.47%	23

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Keystone Investors's OXY Position: Q4 2023 in Review

Keystone Investors sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 21,500 shares — an estimated $1.39M sold.

Keystone Investors first reported a position in OXY in Q4 2022 and held it in 3 quarters. The position peaked at $1.39M in Q3 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

Keystone Investors reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
Keystone Investors sold 21,500 Occidental Petroleum shares in Q4 2023, an estimated $1.39M.
Keystone Investors first reported a position in Occidental Petroleum in Q4 2022 and held it in 3 quarters.
Keystone Investors's Occidental Petroleum position peaked at $1.39M in Q3 2023.
1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Keystone Investors's 13F filing for Q4 2023, filed 8 Feb 2024.