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Rockbridge Investment Management’s Occidental Petroleum OXY Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-26
Closed -$1.55K – 476
2023
Q4 		$1.55K Buy
+26
New +$1.59K ﹤0.01% 568
2022
Q3 		– Sell
-26
Closed -$1.53K – 452
2022
Q2 		$1.53K Sell
26
-71
-73% -$4.36K ﹤0.01% 558
2022
Q1 		$5.64K Sell
97
-240
-71% -$10.6K ﹤0.01% 600
2021
Q4 		$10K Buy
337
+240
+247% +$7.53K ﹤0.01% 571
2021
Q3 		$3K Hold
97
– – ﹤0.01% 651
2021
Q2 		$3K Hold
97
– – ﹤0.01% 652
2021
Q1 		$3K Hold
97
– – ﹤0.01% 628
2020
Q4 		$2K Sell
97
-33
-25% -$453 ﹤0.01% 641
2020
Q3 		$1K Sell
130
-708
-84% -$9.98K ﹤0.01% 623
2020
Q2 		$15K Buy
+838
New +$13.2K ﹤0.01% 379

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

Rockbridge Investment Management's OXY Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 26 shares — an estimated $1.55K sold.

Rockbridge Investment Management first reported a position in OXY in Q2 2020 and held it in 10 quarters. The position peaked at $15K in Q2 2020. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 26 Occidental Petroleum shares in Q1 2024, an estimated $1.55K.
  • Rockbridge Investment Management first reported a position in Occidental Petroleum in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Occidental Petroleum position peaked at $15K in Q2 2020.
  • 1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.