Sculptor Capital’s Occidental Petroleum OXY Stock Holding History

Sculptor Capital’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
2016 Q4	–	Sell	-563,300	Closed	-$41.1M	–	355
2016 Q3	$41.1M	Buy	+563,300	New	+$42.2M	0.23%	79
2015 Q3	–	Sell	-2,550,135	Closed	-$198M	–	428
2015 Q2	$198M	Buy	+2,550,135	New	+$199M	0.57%	58
2015 Q1	–	Sell	-129,120	Closed	-$10.7M	–	674
2014 Q4	$10.7M	Sell	129,120 -242,881	-65%	-$20.2M	0.03%	346
2014 Q3	$34.3M	Buy	372,001 +202,075	+119%	+$19.4M	0.1%	187
2014 Q2	$16.7M	Sell	169,926 -9,186	-5%	-$863K	0.05%	305
2014 Q1	$16.4M	Sell	179,112 -196,438	-52%	-$17.6M	0.05%	298
2013 Q4	$34.2M	Sell	375,550 -131,724	-26%	-$12M	0.09%	266
2013 Q3	$45.5M	Sell	507,274 -794,000	-61%	-$68.2M	0.13%	213
2013 Q2	$111M	Buy	+1,301,274	New	+$110M	0.35%	83

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

HHII

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

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

Sculptor Capital's OXY Position: Q4 2024 in Review

Sculptor Capital sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 29,075 shares — an estimated $1.5M sold.

Sculptor Capital first reported a position in OXY in Q2 2013 and held it in 2 quarters. The position peaked at $3.72M in Q2 2013. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

Sculptor Capital reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
Sculptor Capital sold 29,075 Occidental Petroleum shares in Q4 2024, an estimated $1.5M.
Sculptor Capital first reported a position in Occidental Petroleum in Q2 2013 and held it in 2 quarters.
Sculptor Capital's Occidental Petroleum position peaked at $3.72M in Q2 2013.
1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Sculptor Capital's 13F filing for Q4 2024, filed 14 Feb 2025.