Navellier & Associates’s Occidental Petroleum OXY Stock Holding History

Navellier & Associates’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 Q2	–	Sell	-43,005	Closed	-$2.68M	–	293
2023 Q1	$2.68M	Sell	43,005 -116	-0.3%	-$7.21K	0.56%	69
2022 Q4	$2.72M	Buy	43,121 +18,582	+76%	+$1.27M	0.55%	65
2022 Q3	$1.51M	Buy	24,539 +438	+2%	+$28K	0.34%	85
2022 Q2	$1.42M	Buy	+24,101	New	+$1.48M	0.3%	94

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Navellier & Associates's OXY Position: Q2 2023 in Review

Navellier & Associates sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 43,005 shares — an estimated $2.68M sold.

Navellier & Associates first reported a position in OXY in Q2 2022 and held it in 4 quarters. The position peaked at $2.72M in Q4 2022. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

Navellier & Associates reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
Navellier & Associates sold 43,005 Occidental Petroleum shares in Q2 2023, an estimated $2.68M.
Navellier & Associates first reported a position in Occidental Petroleum in Q2 2022 and held it in 4 quarters.
Navellier & Associates's Occidental Petroleum position peaked at $2.72M in Q4 2022.
1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on Navellier & Associates's 13F filing for Q2 2023, filed 7 Aug 2023.