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Sander Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Sander Capital Advisors’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
-36,380
Closed -$2.36M – 17
2023
Q3 		$2.36M Sell
36,380
-1,580
-4% -$99.4K 1.37% 10
2023
Q2 		$2.23M Sell
37,960
-1,700
-4% -$102K 1.22% 12
2023
Q1 		$2.48M Buy
+39,660
New +$2.46M 1.48% 7

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sander Capital Advisors's OXY Position: Q4 2023 in Review

Sander Capital Advisors sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 36,380 shares — an estimated $2.36M sold.

Sander Capital Advisors first reported a position in OXY in Q1 2023 and held it in 3 quarters. The position peaked at $2.48M in Q1 2023. 1,220 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

  • Sander Capital Advisors reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
  • Sander Capital Advisors sold 36,380 Occidental Petroleum shares in Q4 2023, an estimated $2.36M.
  • Sander Capital Advisors first reported a position in Occidental Petroleum in Q1 2023 and held it in 3 quarters.
  • Sander Capital Advisors's Occidental Petroleum position peaked at $2.48M in Q1 2023.
  • 1,220 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Sander Capital Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.