Sonora Investment Management Group’s Occidental Petroleum OXY Stock Holding History

Sonora Investment Management Group’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
2024 Q4	–	Sell	-4,170	Closed	-$215K	–	308
2024 Q3	$215K	Sell	4,170 -223	-5%	-$12.7K	0.02%	264
2024 Q2	$285K	Hold	4,393	–	–	0.02%	229
2024 Q1	$285K	Buy	4,393 +145	+3%	+$8.66K	0.02%	230
2023 Q4	$254K	Buy	4,248 +825	+24%	+$50.3K	0.02%	228
2023 Q3	$222K	Buy	+3,423	New	+$215K	0.02%	230
2023 Q2	–	Sell	-5,533	Closed	-$345K	–	278
2023 Q1	$345K	Hold	5,533	–	–	0.03%	194
2022 Q4	$349K	Buy	5,533 +1,441	+35%	+$98.1K	0.03%	191
2022 Q3	$241K	Hold	4,092	–	–	0.03%	173
2022 Q2	$241K	Hold	4,092	–	–	0.02%	206
2022 Q1	$232K	Buy	+4,092	New	+$181K	0.03%	187

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sonora Investment Management Group's OXY Position: Q4 2024 in Review

Sonora Investment Management Group sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 4,170 shares — an estimated $215K sold.

Sonora Investment Management Group first reported a position in OXY in Q1 2022 and held it in 10 quarters. The position peaked at $349K in Q4 2022. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

Sonora Investment Management Group reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
Sonora Investment Management Group sold 4,170 Occidental Petroleum shares in Q4 2024, an estimated $215K.
Sonora Investment Management Group first reported a position in Occidental Petroleum in Q1 2022 and held it in 10 quarters.
Sonora Investment Management Group's Occidental Petroleum position peaked at $349K in Q4 2022.
1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Sonora Investment Management Group's 13F filing for Q4 2024, filed 23 Jan 2025.