Sandbar Asset Management’s Occidental Petroleum OXY Stock Holding History

Sandbar Asset 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
2023 Q4	–	Sell	-4,717	Closed	-$306K	–	29
2023 Q3	$306K	Buy	+4,717	New	+$297K	1%	28
2023 Q2	–	Sell	-4,019	Closed	-$251K	–	56
2023 Q1	$251K	Buy	+4,019	New	+$250K	0.75%	40

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sandbar Asset Management's OXY Position: Q4 2023 in Review

Sandbar Asset Management sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 4,717 shares — an estimated $306K sold.

Sandbar Asset Management first reported a position in OXY in Q1 2023 and held it in 2 quarters. The position peaked at $306K in Q3 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

Sandbar Asset Management reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
Sandbar Asset Management sold 4,717 Occidental Petroleum shares in Q4 2023, an estimated $306K.
Sandbar Asset Management first reported a position in Occidental Petroleum in Q1 2023 and held it in 2 quarters.
Sandbar Asset Management's Occidental Petroleum position peaked at $306K in Q3 2023.
1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Sandbar Asset Management's 13F filing for Q4 2023.