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Meitav Investment House’s Occidental Petroleum OXY Stock Holding History

Meitav Investment House’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
-13,799
Closed -$827K – 319
2023
Q4 		$827K Sell
13,799
-11,646
-46% -$711K 0.01% 218
2023
Q3 		$1.64M Sell
25,445
-36,903
-59% -$2.32M 0.03% 175
2023
Q2 		$3.64M Hold
62,348
– – 0.06% 144
2023
Q1 		$3.84M Buy
+62,348
New +$3.87M 0.07% 150

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

Meitav Investment House's OXY Position: Q1 2024 in Review

Meitav Investment House sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 13,799 shares — an estimated $827K sold.

Meitav Investment House first reported a position in OXY in Q1 2023 and held it in 4 quarters. The position peaked at $3.84M in Q1 2023. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • Meitav Investment House reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 13,799 Occidental Petroleum shares in Q1 2024, an estimated $827K.
  • Meitav Investment House first reported a position in Occidental Petroleum in Q1 2023 and held it in 4 quarters.
  • Meitav Investment House's Occidental Petroleum position peaked at $3.84M in Q1 2023.
  • 1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.