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Simplicity Solutions’s Occidental Petroleum OXY Stock Holding History

Simplicity Solutions’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 		$546K Buy
9,151
+861
+10% +$52.5K 0.01% 633
2023
Q3 		$538K Sell
8,290
-1,664
-17% -$105K 0.02% 579
2023
Q2 		$585K Sell
9,954
-7,953
-44% -$477K 0.02% 618
2023
Q1 		$1.12M Buy
17,907
+10,647
+147% +$661K 0.03% 453
2022
Q4 		$457K Buy
7,260
+1,060
+17% +$72.2K 0.06% 366
2022
Q3 		$381K Buy
6,200
+1,825
+42% +$117K 0.06% 383
2022
Q2 		$258K Buy
4,375
+726
+20% +$44.6K 0.03% 480
2022
Q1 		$207K Buy
+3,649
New +$161K 0.03% 589
2020
Q4 		– Sell
-63,197
Closed -$633K – 973
2020
Q3 		$633K Sell
63,197
-22,681
-26% -$320K 0.01% 586
2020
Q2 		$1.57M Buy
85,878
+24,120
+39% +$380K 0.03% 358
2020
Q1 		$715K Buy
61,758
+8,274
+15% +$272K 0.02% 415
2019
Q4 		$2.2M Sell
53,484
-7,867
-13% -$315K 0.07% 230
2019
Q3 		$2.73M Buy
61,351
+1,627
+3% +$76.9K 0.11% 153
2019
Q2 		$3M Buy
59,724
+40,387
+209% +$2.27M 0.13% 124
2019
Q1 		$1.28M Buy
19,337
+3,816
+25% +$251K 0.08% 219
2018
Q4 		$953K Sell
15,521
-19,086
-55% -$1.34M 0.12% 191
2018
Q3 		$2.84M Sell
34,607
-305
-0.9% -$24.6K 0.16% 82
2018
Q2 		$2.92M Buy
34,912
+679
+2% +$54.2K 0.21% 60
2018
Q1 		$2.22M Sell
34,233
-1,973
-5% -$138K 0.19% 67
2017
Q4 		$2.67M Buy
36,206
+23,873
+194% +$1.62M 0.26% 63
2017
Q3 		$792K Sell
12,333
-25,140
-67% -$1.53M 0.53% 38
2017
Q2 		$2.24M Buy
37,473
+10,230
+38% +$626K 0.27% 66
2017
Q1 		$1.73M Buy
27,243
+11,669
+75% +$776K 0.27% 74
2016
Q4 		$1.11M Buy
15,574
+11,934
+328% +$848K 0.26% 87
2016
Q3 		$265K Sell
3,640
-806
-18% -$60.3K 0.13% 201
2016
Q2 		$336K Buy
4,446
+209
+5% +$15.6K 0.18% 150
2016
Q1 		$290K Sell
4,237
-8,391
-66% -$562K 0.18% 159
2015
Q4 		$852K Buy
12,628
+7,987
+172% +$575K 0.1% 293
2015
Q3 		$306K Buy
4,641
+810
+21% +$56.6K 0.33% 78
2015
Q2 		$297K Buy
+3,831
New +$299K 0.28% 85

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

Simplicity Solutions's OXY Position: Q4 2023 in Review

Simplicity Solutions increased its Occidental Petroleum (OXY) stake by 10% in Q4 2023, buying an estimated $52.5K and bringing the position to 9,151 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #633.

Simplicity Solutions first reported a position in OXY in Q2 2015 and has held it in 30 quarters since. The position peaked at $3M in Q2 2019. 1,220 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

  • Simplicity Solutions held 9,151 shares of Occidental Petroleum worth $546K as of Q4 2023.
  • Simplicity Solutions bought 861 Occidental Petroleum shares in Q4 2023, an estimated $52.5K.
  • Occidental Petroleum made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #633 holding.
  • Simplicity Solutions first reported a position in Occidental Petroleum in Q2 2015 and has held it in 30 quarters since.
  • Simplicity Solutions's Occidental Petroleum position peaked at $3M in Q2 2019.
  • 1,220 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.