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StoneX Group’s Occidental Petroleum OXY Stock Holding History

StoneX 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
2023
Q2 		– Sell
-80,942
Closed -$5.05M – 435
2023
Q1 		$5.05M Sell
80,942
-2,394
-3% -$149K 3.01% 3
2022
Q4 		$5.25M Buy
83,336
+129
+0.2% +$8.79K 0.76% 26
2022
Q3 		$5.11M Buy
+83,207
New +$5.33M 0.95% 24
2020
Q1 		– Sell
-6,655
Closed -$279K – 299
2019
Q4 		$279K Buy
6,655
+1,671
+34% +$66.9K 0.11% 223
2019
Q3 		$226K Buy
+4,984
New +$236K 0.14% 220
2017
Q3 		– Sell
-26,969
Closed -$1.61M – 304
2017
Q2 		$1.61M Buy
26,969
+13,250
+97% +$811K 0.5% 55
2017
Q1 		$977K Sell
13,719
-76
-0.6% -$5.06K 2.19% 13
2016
Q4 		$983K Buy
13,795
+1,985
+17% +$141K 1.72% 16
2016
Q3 		$861K Buy
+11,810
New +$884K 1.92% 15

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

StoneX Group's OXY Position: Q2 2023 in Review

StoneX Group sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 80,942 shares — an estimated $5.05M sold.

StoneX Group first reported a position in OXY in Q3 2016 and held it in 9 quarters. The position peaked at $5.25M in Q4 2022. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

  • StoneX Group reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
  • StoneX Group sold 80,942 Occidental Petroleum shares in Q2 2023, an estimated $5.05M.
  • StoneX Group first reported a position in Occidental Petroleum in Q3 2016 and held it in 9 quarters.
  • StoneX Group's Occidental Petroleum position peaked at $5.25M in Q4 2022.
  • 1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on StoneX Group's 13F filing for Q2 2023, filed 14 Aug 2023.