Northwest Investment Counselors’s Occidental Petroleum OXY Stock Holding History

Northwest Investment Counselors’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	$30.4K	Buy	+590	New	+$33.7K	0.01%	294
2024 Q2	–	Sell	-590	Closed	-$38.3K	–	398
2024 Q1	$38.3K	Buy	+590	New	+$35.2K	0.01%	256
2023 Q4	–	Sell	-923	Closed	-$59.9K	–	413
2023 Q3	$59.9K	Sell	923 -349	-27%	-$22K	0.02%	212
2023 Q2	$74.8K	Buy	1,272 +16	+1%	+$960	0.02%	203
2023 Q1	$78.4K	Buy	1,256 +256	+26%	+$15.9K	0.02%	200
2022 Q4	$63K	Buy	+1,000	New	+$68.1K	0.02%	218

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

Northwest Investment Counselors's OXY Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Occidental Petroleum (OXY) in Q3 2024: 590 shares worth $30.4K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in OXY as recently as Q1 2024.

Northwest Investment Counselors first reported a position in OXY in Q4 2022 and has held it in 6 quarters since. The position peaked at $78.4K in Q1 2023. 1,206 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Northwest Investment Counselors held 590 shares of Occidental Petroleum worth $30.4K as of Q3 2024.
Occidental Petroleum was a new Northwest Investment Counselors position in Q3 2024.
Occidental Petroleum made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #294 holding.
Northwest Investment Counselors first reported a position in Occidental Petroleum in Q4 2022 and has held it in 6 quarters since.
Northwest Investment Counselors's Occidental Petroleum position peaked at $78.4K in Q1 2023.
1,206 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.