Morris Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Morris Capital 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
2022 Q3	$3.37M	Sell	54,883 -531	-1%	-$34K	3.18%	8
2022 Q2	$3.26M	Buy	+55,414	New	+$3.4M	2.91%	12
2017 Q1	–	Sell	-3,043	Closed	-$217K	–	78
2016 Q4	$217K	Sell	3,043 -32	-1%	-$2.27K	0.15%	71
2016 Q3	$224K	Sell	3,075 -5	-0.2%	-$374	0.14%	68
2016 Q2	$233K	Sell	3,080 -6	-0.2%	-$448	0.14%	63
2016 Q1	$211K	Buy	+3,086	New	+$207K	0.14%	64

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morris Capital Advisors's OXY Position: Q3 2022 in Review

Morris Capital Advisors reduced its Occidental Petroleum (OXY) stake by 0.96% in Q3 2022, selling an estimated $34K and leaving 54,883 shares worth $3.37M. The position accounts for 3.18% of the portfolio, ranked #8.

Morris Capital Advisors first reported a position in OXY in Q1 2016 and has held it in 6 quarters since. 1,103 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

Morris Capital Advisors held 54,883 shares of Occidental Petroleum worth $3.37M as of Q3 2022.
Morris Capital Advisors sold 531 Occidental Petroleum shares in Q3 2022, an estimated $34K.
Occidental Petroleum made up 3.18% of Morris Capital Advisors's portfolio in Q3 2022, its #8 holding.
Morris Capital Advisors first reported a position in Occidental Petroleum in Q1 2016 and has held it in 6 quarters since.
1,103 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on Morris Capital Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.