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Mezzasalma Advisors’s Occidental Petroleum OXY Stock Holding History

Mezzasalma 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
2024
Q2 		– Sell
-23,962
Closed -$1.56M – 97
2024
Q1 		$1.56M Sell
23,962
-10,919
-31% -$652K 0.74% 29
2023
Q4 		$2.08M Sell
34,881
-2,559
-7% -$156K 1.14% 19
2023
Q3 		$2.43M Buy
37,440
+807
+2% +$50.8K 1.5% 16
2023
Q2 		$2.15M Sell
36,633
-58
-0.2% -$3.48K 1.31% 18
2023
Q1 		$2.29M Sell
36,691
-528
-1% -$32.8K 1.62% 15
2022
Q4 		$2.34M Buy
+37,219
New +$2.53M 2.05% 12

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
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
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

Mezzasalma Advisors's OXY Position: Q2 2024 in Review

Mezzasalma Advisors sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 23,962 shares — an estimated $1.56M sold.

Mezzasalma Advisors first reported a position in OXY in Q4 2022 and held it in 6 quarters. The position peaked at $2.43M in Q3 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • Mezzasalma Advisors reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • Mezzasalma Advisors sold 23,962 Occidental Petroleum shares in Q2 2024, an estimated $1.56M.
  • Mezzasalma Advisors first reported a position in Occidental Petroleum in Q4 2022 and held it in 6 quarters.
  • Mezzasalma Advisors's Occidental Petroleum position peaked at $2.43M in Q3 2023.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Mezzasalma Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.