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Regency Capital Management’s Occidental Petroleum OXY Stock Holding History

Regency 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
Q4 		– Sell
-7,600
Closed -$392K – 52
2024
Q3 		$392K Buy
+7,600
New +$434K 0.22% 40

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State Street
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Koshinski Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regency Capital Management's OXY Position: Q4 2024 in Review

Regency Capital Management sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 7,600 shares — an estimated $392K sold.

Regency Capital Management first reported a position in OXY in Q3 2024 and held it in 1 quarter. The position peaked at $392K in Q3 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Regency Capital Management reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Regency Capital Management sold 7,600 Occidental Petroleum shares in Q4 2024, an estimated $392K.
  • Regency Capital Management first reported a position in Occidental Petroleum in Q3 2024 and held it in 1 quarter.
  • Regency Capital Management's Occidental Petroleum position peaked at $392K in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Regency Capital Management's 13F filing for Q4 2024, filed 21 Jan 2025.