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SCP Investment’s Occidental Petroleum OXY Stock Holding History

SCP Investment’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
Q3 		– Sell
-5,800
Closed -$341K – 48
2023
Q2 		$341K Buy
5,800
+1,000
+21% +$60K 0.28% 16
2023
Q1 		$300K Buy
4,800
+800
+20% +$49.7K 0.29% 17
2022
Q4 		$252K Buy
+4,000
New +$272K 0.24% 16
2022
Q2 		– Sell
-3,800
Closed -$216K – 41
2022
Q1 		$216K Sell
3,800
-10,000
-72% -$442K 0.09% 30
2021
Q4 		$400K Buy
+13,800
New +$433K 0.13% 19

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCP Investment's OXY Position: Q3 2023 in Review

SCP Investment sold out of Occidental Petroleum (OXY) in Q3 2023, closing a stake of 5,800 shares — an estimated $341K sold.

SCP Investment first reported a position in OXY in Q4 2021 and held it in 5 quarters. The position peaked at $400K in Q4 2021. 1,161 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • SCP Investment reported no remaining Occidental Petroleum position as of Q3 2023 after selling out during the quarter.
  • SCP Investment sold 5,800 Occidental Petroleum shares in Q3 2023, an estimated $341K.
  • SCP Investment first reported a position in Occidental Petroleum in Q4 2021 and held it in 5 quarters.
  • SCP Investment's Occidental Petroleum position peaked at $400K in Q4 2021.
  • 1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on SCP Investment's 13F filing for Q3 2023, filed 1 Nov 2023.