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Planning Capital Management Corporation’s Occidental Petroleum OXY Stock Holding History

Planning Capital Management Corporation’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 		$23.3K Buy
452
+450
+22,500% +$25.7K 0.02% 270
2024
Q2 		$127 Buy
+2
New +$128 ﹤0.01% 658
2024
Q1 		– Sell
-68
Closed -$4.06K – 688
2023
Q4 		$4.06K Buy
+68
New +$4.15K ﹤0.01% 507

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planning Capital Management Corporation's OXY Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Occidental Petroleum (OXY) stake by 22,500% in Q3 2024, buying an estimated $25.7K and bringing the position to 452 shares worth $23.3K. The position accounts for 0.02% of the portfolio, ranked #270.

Planning Capital Management Corporation first reported a position in OXY in Q4 2023 and has held it in 3 quarters since. 1,206 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Planning Capital Management Corporation held 452 shares of Occidental Petroleum worth $23.3K as of Q3 2024.
  • Planning Capital Management Corporation bought 450 Occidental Petroleum shares in Q3 2024, an estimated $25.7K.
  • Occidental Petroleum made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #270 holding.
  • Planning Capital Management Corporation first reported a position in Occidental Petroleum in Q4 2023 and has held it in 3 quarters since.
  • 1,206 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.