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Retirement Group’s Occidental Petroleum OXY Stock Holding History

Retirement Group’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
Q1 		$71.9K Buy
1,107
+13
+1% +$776 0.03% 196
2023
Q4 		$65.3K Buy
1,094
+3
+0.3% +$183 0.03% 191
2023
Q3 		$70.8K Buy
+1,091
New +$68.6K 0.03% 171
2020
Q4 		– Sell
-100
Closed -$1K – 718
2020
Q3 		$1K Hold
100
– – ﹤0.01% 624
2020
Q2 		$2K Buy
+100
New +$1.57K ﹤0.01% 554
2019
Q4 		$2K Buy
+39
New +$1.56K ﹤0.01% 550

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Retirement Group's OXY Position: Q1 2024 in Review

Retirement Group increased its Occidental Petroleum (OXY) stake by 1.2% in Q1 2024, buying an estimated $776 and bringing the position to 1,107 shares worth $71.9K. The position accounts for 0.03% of the portfolio, ranked #196.

Retirement Group first reported a position in OXY in Q4 2019 and has held it in 6 quarters since. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • Retirement Group held 1,107 shares of Occidental Petroleum worth $71.9K as of Q1 2024.
  • Retirement Group bought 13 Occidental Petroleum shares in Q1 2024, an estimated $776.
  • Occidental Petroleum made up 0.03% of Retirement Group's portfolio in Q1 2024, its #196 holding.
  • Retirement Group first reported a position in Occidental Petroleum in Q4 2019 and has held it in 6 quarters since.
  • 1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.