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Richelieu Gestion’s Occidental Petroleum OXY Stock Holding History

Richelieu Gestion’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 		$195K Hold
3,000
– – 0.2% 51
2023
Q4 		$179K Buy
3,000
+500
+20% +$30.5K 0.16% 54
2023
Q3 		$162K Sell
2,500
-500
-17% -$31.5K 0.15% 57
2023
Q2 		$176K Buy
+3,000
New +$180K 0.15% 52
2022
Q4 		– Sell
-4,200
Closed -$258K – 78
2022
Q3 		$258K Buy
4,200
+200
+5% +$12.8K 0.31% 41
2022
Q2 		$236K Sell
4,000
-500
-11% -$30.7K 0.27% 41
2022
Q1 		$255K Buy
+4,500
New +$199K 0.2% 51

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

Richelieu Gestion's OXY Position: Q1 2024 in Review

Richelieu Gestion held its Occidental Petroleum (OXY) position steady in Q1 2024 at 3,000 shares worth $195K. The position accounts for 0.2% of the portfolio, ranked #51.

Richelieu Gestion first reported a position in OXY in Q1 2022 and has held it in 7 quarters since. The position peaked at $258K in Q3 2022. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • Richelieu Gestion held 3,000 shares of Occidental Petroleum worth $195K as of Q1 2024.
  • Richelieu Gestion left its Occidental Petroleum share count unchanged in Q1 2024.
  • Occidental Petroleum made up 0.2% of Richelieu Gestion's portfolio in Q1 2024, its #51 holding.
  • Richelieu Gestion first reported a position in Occidental Petroleum in Q1 2022 and has held it in 7 quarters since.
  • Richelieu Gestion's Occidental Petroleum position peaked at $258K in Q3 2022.
  • 1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Richelieu Gestion's 13F filing for Q1 2024, filed 15 Apr 2024.