L & S Advisors’s Occidental Petroleum OXY Stock Holding History

L & S Advisors’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	-40,532	Closed	-$2.63M	–	356
2023 Q3	$2.63M	Buy	+40,532	New	+$2.55M	0.38%	67
2018 Q4	–	Sell	-75,445	Closed	-$6.2M	–	325
2018 Q3	$6.2M	Buy	75,445 +3,273	+5%	+$265K	0.8%	40
2018 Q2	$6.04M	Buy	+72,172	New	+$5.76M	1.02%	24
2017 Q4	–	Sell	-5,297	Closed	-$340K	–	327
2017 Q3	$340K	Hold	5,297	–	–	0.06%	205
2017 Q2	$317K	Hold	5,297	–	–	0.06%	213
2017 Q1	$336K	Hold	5,297	–	–	0.06%	186
2016 Q4	$377K	Hold	5,297	–	–	0.09%	125
2016 Q3	$386K	Sell	5,297 -25,204	-83%	-$1.89M	0.11%	98
2016 Q2	$2.31M	Buy	30,501 +25,404	+498%	+$1.9M	0.52%	54
2016 Q1	$349K	Sell	5,097 -9	-0.2%	-$603	0.09%	59
2015 Q4	$345K	Hold	5,106	–	–	0.09%	72
2015 Q3	$337K	Hold	5,106	–	–	0.1%	72
2015 Q2	$396K	Hold	5,106	–	–	0.1%	79
2015 Q1	$372K	Hold	5,106	–	–	0.1%	82
2014 Q4	$411K	Sell	5,106 -214	-4%	-$17.8K	0.13%	74
2014 Q3	$490K	Hold	5,320	–	–	0.24%	33
2014 Q2	$523K	Sell	5,320 -261	-5%	-$24.5K	0.21%	58
2014 Q1	$510K	Sell	5,581 -46,139	-89%	-$4.12M	0.27%	55
2013 Q4	$4.71M	Sell	51,720 -11,150	-18%	-$1.02M	1.71%	12
2013 Q3	$5.63M	Buy	62,870 +20,823	+50%	+$1.79M	2.28%	5
2013 Q2	$3.6M	Buy	+42,047	New	+$3.55M	1.76%	20

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

L & S Advisors's OXY Position: Q4 2023 in Review

L & S Advisors sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 40,532 shares — an estimated $2.63M sold.

L & S Advisors first reported a position in OXY in Q2 2013 and held it in 21 quarters. The position peaked at $6.2M in Q3 2018. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

L & S Advisors reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
L & S Advisors sold 40,532 Occidental Petroleum shares in Q4 2023, an estimated $2.63M.
L & S Advisors first reported a position in Occidental Petroleum in Q2 2013 and held it in 21 quarters.
L & S Advisors's Occidental Petroleum position peaked at $6.2M in Q3 2018.
1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on L & S Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.