Parsons Capital Management’s Occidental Petroleum OXY Stock Holding History

Parsons Capital 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 Q3	–	Sell	-3,394	Closed	-$214K	–	454
2024 Q2	$214K	Sell	3,394 -91	-3%	-$5.84K	0.01%	420
2024 Q1	$226K	Buy	+3,485	New	+$208K	0.02%	411
2015 Q2	–	Sell	-1,367	Closed	-$100K	–	470
2015 Q1	$100K	Sell	1,367 -7,346	-84%	-$568K	0.01%	388
2014 Q4	$701K	Sell	8,713 -6,027	-41%	-$500K	0.09%	187
2014 Q3	$1.36M	Sell	14,740 -63	-0.4%	-$6.04K	0.19%	135
2014 Q2	$1.46M	Buy	14,803 +52	+0.4%	+$4.89K	0.2%	131
2014 Q1	$1.35M	Hold	14,751	–	–	0.19%	138
2013 Q4	$1.34M	Buy	14,751 +139	+1%	+$12.7K	0.2%	131
2013 Q3	$1.31M	Sell	14,612 -175	-1%	-$15K	0.21%	129
2013 Q2	$1.26M	Buy	+14,787	New	+$1.25M	0.22%	129

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

Parsons Capital Management's OXY Position: Q3 2024 in Review

Parsons Capital Management sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 3,394 shares — an estimated $214K sold.

Parsons Capital Management first reported a position in OXY in Q2 2013 and held it in 10 quarters. The position peaked at $1.46M in Q2 2014. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Parsons Capital Management reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
Parsons Capital Management sold 3,394 Occidental Petroleum shares in Q3 2024, an estimated $214K.
Parsons Capital Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 10 quarters.
Parsons Capital Management's Occidental Petroleum position peaked at $1.46M in Q2 2014.
1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Parsons Capital Management's 13F filing for Q3 2024, filed 4 Nov 2024.