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Sonora Investment Management’s Occidental Petroleum OXY Stock Holding History

Sonora Investment Management’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
2021
Q3 		$96K Buy
3,247
+3,000
+1,215% +$80.1K 0.01% 306
2021
Q2 		$8K Buy
+247
New +$6.63K ﹤0.01% 745

Other funds holding OXY

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sonora Investment Management's OXY Position: Q3 2021 in Review

Sonora Investment Management increased its Occidental Petroleum (OXY) stake by 1,215% in Q3 2021, buying an estimated $80.1K and bringing the position to 3,247 shares worth $96K. The position accounts for 0.01% of the portfolio, ranked #306.

Sonora Investment Management first reported a position in OXY in Q2 2021 and has held it in 2 quarters since. 758 funds tracked by Wall St. Rank hold OXY as of Q3 2021.

  • Sonora Investment Management held 3,247 shares of Occidental Petroleum worth $96K as of Q3 2021.
  • Sonora Investment Management bought 3,000 Occidental Petroleum shares in Q3 2021, an estimated $80.1K.
  • Occidental Petroleum made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #306 holding.
  • Sonora Investment Management first reported a position in Occidental Petroleum in Q2 2021 and has held it in 2 quarters since.
  • 758 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.