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Phoenix Financial’s Occidental Petroleum OXY Stock Holding History

Phoenix Financial’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
Q4 		– Sell
-3,800
Closed -$251K – 375
2023
Q3 		$251K Sell
3,800
-2,000
-34% -$126K ﹤0.01% 294
2023
Q2 		$335K Buy
+5,800
New +$348K 0.01% 264

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Phoenix Financial's OXY Position: Q4 2023 in Review

Phoenix Financial sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 3,800 shares — an estimated $251K sold.

Phoenix Financial first reported a position in OXY in Q2 2023 and held it in 2 quarters. The position peaked at $335K in Q2 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

  • Phoenix Financial reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
  • Phoenix Financial sold 3,800 Occidental Petroleum shares in Q4 2023, an estimated $251K.
  • Phoenix Financial first reported a position in Occidental Petroleum in Q2 2023 and held it in 2 quarters.
  • Phoenix Financial's Occidental Petroleum position peaked at $335K in Q2 2023.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Phoenix Financial's 13F filing for Q4 2023, filed 14 Feb 2024.