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Means Investment Company’s Occidental Petroleum OXY Stock Holding History

Means Investment Company’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
-3,597
Closed -$233K – 197
2023
Q3 		$233K Buy
3,597
+3
+0.1% +$189 0.04% 182
2023
Q2 		$211K Buy
+3,594
New +$216K 0.03% 191

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Means Investment Company's OXY Position: Q4 2023 in Review

Means Investment Company sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 3,597 shares — an estimated $233K sold.

Means Investment Company first reported a position in OXY in Q2 2023 and held it in 2 quarters. The position peaked at $233K in Q3 2023. 1,220 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

  • Means Investment Company reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
  • Means Investment Company sold 3,597 Occidental Petroleum shares in Q4 2023, an estimated $233K.
  • Means Investment Company first reported a position in Occidental Petroleum in Q2 2023 and held it in 2 quarters.
  • Means Investment Company's Occidental Petroleum position peaked at $233K in Q3 2023.
  • 1,220 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Means Investment Company's 13F filing for Q4 2023, filed 25 Jan 2024.