Monetta Financial Services’s Occidental Petroleum OXY Stock Holding History

Monetta Financial Services’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	–	Sell	-15,000	Closed	-$945K	–	62
2024 Q2	$945K	Hold	15,000	–	–	0.82%	33
2024 Q1	$975K	Hold	15,000	–	–	0.88%	31
2023 Q4	$896K	Hold	15,000	–	–	0.85%	32
2023 Q3	$973K	Hold	15,000	–	–	1.06%	20
2023 Q2	$882K	Hold	15,000	–	–	0.86%	30
2023 Q1	$936K	Sell	15,000 -5,000	-25%	-$311K	1%	19
2022 Q4	$1.26M	Hold	20,000	–	–	1.45%	13
2022 Q3	$1.23M	Hold	20,000	–	–	1.4%	14
2022 Q2	$1.18M	Hold	20,000	–	–	1.23%	19
2022 Q1	$1.14M	Buy	+20,000	New	+$884K	0.94%	21

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Monetta Financial Services's OXY Position: Q3 2024 in Review

Monetta Financial Services sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 15,000 shares — an estimated $945K sold.

Monetta Financial Services first reported a position in OXY in Q1 2022 and held it in 10 quarters. The position peaked at $1.26M in Q4 2022. 1,206 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Monetta Financial Services reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
Monetta Financial Services sold 15,000 Occidental Petroleum shares in Q3 2024, an estimated $945K.
Monetta Financial Services first reported a position in Occidental Petroleum in Q1 2022 and held it in 10 quarters.
Monetta Financial Services's Occidental Petroleum position peaked at $1.26M in Q4 2022.
1,206 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Monetta Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.