MRCM
OXY icon

M&R Capital Management’s Occidental Petroleum OXY Stock Holding History

M&R Capital 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
2024
Q3 		$92.2K Buy
1,789
+326
+22% +$18.6K 0.02% 189
2024
Q2 		$92.2K Buy
1,463
+3
+0.2% +$192 0.02% 181
2024
Q1 		$94.9K Sell
1,460
-2,810
-66% -$168K 0.02% 182
2023
Q4 		$255K Buy
4,270
+1,725
+68% +$105K 0.06% 130
2023
Q3 		$165K Buy
2,545
+698
+38% +$43.9K 0.05% 153
2023
Q2 		$109K Buy
1,847
+847
+85% +$50.8K 0.03% 179
2023
Q1 		$62.4K Hold
1,000
– – 0.02% 216
2022
Q4 		$63K Hold
1,000
– – 0.02% 209
2022
Q3 		$61K Buy
+1,000
New +$64K 0.02% 208
2020
Q4 		– Sell
-241
Closed -$2K – 457
2020
Q3 		$2K Sell
241
-150
-38% -$2.12K ﹤0.01% 431
2020
Q2 		$7K Hold
391
– – ﹤0.01% 382
2020
Q1 		$4K Sell
391
-800
-67% -$26.3K ﹤0.01% 408
2019
Q4 		$49K Sell
1,191
-100
-8% -$4.01K 0.01% 268
2019
Q3 		$57K Sell
1,291
-900
-41% -$42.5K 0.01% 263
2019
Q2 		$110K Hold
2,191
– – 0.02% 209
2019
Q1 		$134K Hold
2,191
– – 0.03% 200
2018
Q4 		$134K Buy
2,191
+250
+13% +$17.6K 0.04% 192
2018
Q3 		$159K Hold
1,941
– – 0.03% 197
2018
Q2 		$162K Sell
1,941
-900
-32% -$71.9K 0.04% 193
2018
Q1 		$184K Buy
2,841
+1,500
+112% +$105K 0.04% 188
2017
Q4 		$98K Buy
1,341
+62
+5% +$4.21K 0.02% 236
2017
Q3 		$82K Sell
1,279
-99
-7% -$6.03K 0.02% 251
2017
Q2 		$84K Sell
1,378
-199
-13% -$12.2K 0.02% 251
2017
Q1 		$99K Buy
1,577
+34
+2% +$2.26K 0.02% 233
2016
Q4 		$109K Sell
1,543
-800
-34% -$56.8K 0.03% 211
2016
Q3 		$170K Buy
2,343
+165
+8% +$12.4K 0.05% 185
2016
Q2 		$164K Buy
+2,178
New +$163K 0.05% 178
2014
Q4 		– Sell
-4,206
Closed -$387K – 212
2014
Q3 		$387K Hold
4,206
– – 0.09% 146
2014
Q2 		$414K Buy
4,206
+835
+25% +$78.5K 0.1% 139
2014
Q1 		$308K Buy
3,371
+292
+9% +$26.1K 0.07% 157
2013
Q4 		$281 Buy
+3,079
New +$281K 0.07% 162

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

M&R Capital Management's OXY Position: Q3 2024 in Review

M&R Capital Management increased its Occidental Petroleum (OXY) stake by 22% in Q3 2024, buying an estimated $18.6K and bringing the position to 1,789 shares worth $92.2K. The position accounts for 0.02% of the portfolio, ranked #189.

M&R Capital Management first reported a position in OXY in Q4 2013 and has held it in 31 quarters since. The position peaked at $414K in Q2 2014. 1,206 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • M&R Capital Management held 1,789 shares of Occidental Petroleum worth $92.2K as of Q3 2024.
  • M&R Capital Management bought 326 Occidental Petroleum shares in Q3 2024, an estimated $18.6K.
  • Occidental Petroleum made up 0.02% of M&R Capital Management's portfolio in Q3 2024, its #189 holding.
  • M&R Capital Management first reported a position in Occidental Petroleum in Q4 2013 and has held it in 31 quarters since.
  • M&R Capital Management's Occidental Petroleum position peaked at $414K in Q2 2014.
  • 1,206 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.