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Lee Financial’s Occidental Petroleum OXY Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-1,610
Closed -$96.4K – 618
2023
Q4 		$96.4K Sell
1,610
-93
-5% -$5.67K 0.02% 181
2023
Q3 		$111K Buy
1,703
+67
+4% +$4.21K 0.02% 155
2023
Q2 		$96.4K Buy
1,636
+486
+42% +$29.2K 0.02% 168
2023
Q1 		$72K Sell
1,150
-701
-38% -$43.5K 0.01% 209
2022
Q4 		$117K Hold
1,851
– – 0.02% 181
2022
Q3 		$114K Sell
1,851
-3
-0.2% -$192 0.02% 179
2022
Q2 		$109K Buy
1,854
+39
+2% +$2.4K 0.02% 183
2022
Q1 		$103K Buy
1,815
+990
+120% +$43.8K 0.02% 185
2021
Q4 		$24K Buy
825
+10
+1% +$314 ﹤0.01% 343
2021
Q3 		$24K Buy
815
+82
+11% +$2.19K 0.01% 306
2021
Q2 		$23K Sell
733
-229
-24% -$6.14K ﹤0.01% 310
2021
Q1 		$26K Buy
962
+229
+31% +$5.73K 0.01% 274
2020
Q4 		$13K Sell
733
-1,221
-62% -$16.7K ﹤0.01% 346
2020
Q3 		$20K Sell
1,954
-325
-14% -$4.58K 0.01% 306
2020
Q2 		$42K Sell
2,279
-467
-17% -$7.36K 0.01% 223
2020
Q1 		$32K Buy
2,746
+20
+0.7% +$657 0.01% 203
2019
Q4 		$112K Buy
2,726
+23
+0.9% +$921 0.02% 148
2019
Q3 		$120K Buy
2,703
+1,911
+241% +$90.3K 0.03% 142
2019
Q2 		$40K Buy
792
+50
+7% +$2.81K 0.01% 213
2019
Q1 		$49K Buy
742
+26
+4% +$1.71K 0.01% 191
2018
Q4 		$44K Sell
716
-434
-38% -$30.5K 0.01% 185
2018
Q3 		$94K Sell
1,150
-1,748
-60% -$141K 0.02% 166
2018
Q2 		$243K Sell
2,898
-126
-4% -$10.1K 0.06% 143
2018
Q1 		$197K Sell
3,024
-160
-5% -$11.2K 0.05% 154
2017
Q4 		$235K Sell
3,184
-1,575
-33% -$107K 0.07% 114
2017
Q3 		$306K Sell
4,759
-4,857
-51% -$296K 0.1% 96
2017
Q2 		$576K Sell
9,616
-1,343
-12% -$82.2K 0.21% 81
2017
Q1 		$694K Sell
10,959
-8,472
-44% -$564K 0.28% 74
2016
Q4 		$1.38M Buy
+19,431
New +$1.38M 0.77% 27

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Lee Financial's OXY Position: Q1 2024 in Review

Lee Financial sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 1,610 shares — an estimated $96.4K sold.

Lee Financial first reported a position in OXY in Q4 2016 and held it in 29 quarters. The position peaked at $1.38M in Q4 2016. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • Lee Financial reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 1,610 Occidental Petroleum shares in Q1 2024, an estimated $96.4K.
  • Lee Financial first reported a position in Occidental Petroleum in Q4 2016 and held it in 29 quarters.
  • Lee Financial's Occidental Petroleum position peaked at $1.38M in Q4 2016.
  • 1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.