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Occidental Asset Management’s Occidental Petroleum OXY Stock Holding History

Occidental Asset Management’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
Q1 		– Sell
-3,358
Closed -$201K – 223
2023
Q4 		$201K Buy
3,358
+26
+0.8% +$1.59K 0.04% 197
2023
Q3 		$216K Buy
+3,332
New +$210K 0.05% 187
2023
Q2 		– Sell
-3,332
Closed -$208K – 228
2023
Q1 		$208K Hold
3,332
– – 0.05% 190
2022
Q4 		$210K Buy
+3,332
New +$227K 0.06% 188

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Occidental Asset Management's OXY Position: Q1 2024 in Review

Occidental Asset Management sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 3,358 shares — an estimated $201K sold.

Occidental Asset Management first reported a position in OXY in Q4 2022 and held it in 4 quarters. The position peaked at $216K in Q3 2023. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • Occidental Asset Management reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
  • Occidental Asset Management sold 3,358 Occidental Petroleum shares in Q1 2024, an estimated $201K.
  • Occidental Asset Management first reported a position in Occidental Petroleum in Q4 2022 and held it in 4 quarters.
  • Occidental Asset Management's Occidental Petroleum position peaked at $216K in Q3 2023.
  • 1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Occidental Asset Management's 13F filing for Q1 2024, filed 16 Apr 2024.