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Proficio Capital Partners’s Occidental Petroleum OXY Stock Holding History

Proficio Capital Partners’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
-20,907
Closed -$1.32M – 329
2024
Q2 		$1.32M Sell
20,907
-4
-0% -$257 0.14% 91
2024
Q1 		$1.36M Buy
20,911
+175
+0.8% +$10.5K 0.15% 88
2023
Q4 		$1.24M Buy
20,736
+75
+0.4% +$4.58K 0.15% 78
2023
Q3 		$1.34M Buy
20,661
+7,511
+57% +$473K 0.18% 70
2023
Q2 		$773K Buy
13,150
+3
+0% +$180 0.11% 108
2023
Q1 		$821K Buy
+13,147
New +$817K 0.13% 101
2019
Q3 		– Sell
-725
Closed -$36K – 1108
2019
Q2 		$36K Buy
725
+176
+32% +$9.9K 0.01% 485
2019
Q1 		$36K Buy
549
+146
+36% +$9.62K 0.01% 447
2018
Q4 		$25K Buy
403
+78
+24% +$5.48K 0.01% 479
2018
Q3 		$27K Sell
325
-15
-4% -$1.21K 0.01% 506
2018
Q2 		$28K Buy
340
+8
+2% +$639 0.01% 498
2018
Q1 		$22K Buy
332
+94
+39% +$6.58K 0.01% 561
2017
Q4 		$18K Buy
238
+24
+11% +$1.63K 0.01% 620
2017
Q3 		$14K Sell
214
-23
-10% -$1.4K 0.01% 697
2017
Q2 		$15K Buy
237
+47
+25% +$2.88K 0.01% 691
2017
Q1 		$12K Sell
190
-14,834
-99% -$987K 0.01% 769
2016
Q4 		$1.07M Sell
15,024
-80
-0.5% -$5.68K 0.45% 49
2016
Q3 		$1.1M Hold
15,104
– – 0.64% 46
2016
Q2 		$1.12M Sell
15,104
-29
-0.2% -$2.17K 0.7% 43
2016
Q1 		$1.04M Sell
15,133
-114
-0.7% -$7.64K 0.87% 35
2015
Q4 		$1.03M Buy
+15,247
New +$1.1M 1.01% 28

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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

Proficio Capital Partners's OXY Position: Q3 2024 in Review

Proficio Capital Partners sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 20,907 shares — an estimated $1.32M sold.

Proficio Capital Partners first reported a position in OXY in Q4 2015 and held it in 21 quarters. The position peaked at $1.36M in Q1 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Proficio Capital Partners reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Proficio Capital Partners sold 20,907 Occidental Petroleum shares in Q3 2024, an estimated $1.32M.
  • Proficio Capital Partners first reported a position in Occidental Petroleum in Q4 2015 and held it in 21 quarters.
  • Proficio Capital Partners's Occidental Petroleum position peaked at $1.36M in Q1 2024.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Proficio Capital Partners's 13F filing for Q3 2024, filed 1 Nov 2024.