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SpiderRock Advisors’s Occidental Petroleum OXY Stock Holding History

SpiderRock Advisors’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
2017
Q4 		– Hold
0
– -$7K – 293
2017
Q3 		– Hold
0
– – – 479
2017
Q2 		– Hold
0
– – – 237
2017
Q1 		– Hold
0
– – – 383

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SpiderRock Advisors's OXY Position: Q3 2024 in Review

SpiderRock Advisors reduced its Occidental Petroleum (OXY) stake by 1.6% in Q3 2024, selling an estimated $3.94K and leaving 4,266 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

SpiderRock Advisors first reported a position in OXY in Q1 2024 and has held it in 3 quarters since. The position peaked at $276K in Q1 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • SpiderRock Advisors held 4,266 shares of Occidental Petroleum worth $220K as of Q3 2024.
  • SpiderRock Advisors sold 69 Occidental Petroleum shares in Q3 2024, an estimated $3.94K.
  • Occidental Petroleum made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #789 holding.
  • SpiderRock Advisors first reported a position in Occidental Petroleum in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Occidental Petroleum position peaked at $276K in Q1 2024.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.