Zacks Investment Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,112
| Closed | -$259K | – | 743 |
|
|
2024
Q2 | $259K | Buy |
4,112
+2
| +0% | +$128 | ﹤0.01% | 536 |
|
|
2024
Q1 | $267K | Buy |
+4,110
| New | +$245K | ﹤0.01% | 561 |
|
|
2023
Q2 | – | Sell |
-3,563
| Closed | -$222K | – | 699 |
|
|
2023
Q1 | $222K | Sell |
3,563
-3,628
| -50% | -$225K | ﹤0.01% | 566 |
|
|
2022
Q4 | $453K | Sell |
7,191
-23,577
| -77% | -$1.61M | 0.01% | 449 |
|
|
2022
Q3 | $1.89M | Sell |
30,768
-83,461
| -73% | -$5.34M | 0.03% | 275 |
|
|
2022
Q2 | $6.73M | Buy |
114,229
+26,154
| +30% | +$1.61M | 0.1% | 142 |
|
|
2022
Q1 | $5M | Buy |
+88,075
| New | +$3.89M | 0.07% | 186 |
|
|
2019
Q3 | – | Sell |
-5,998
| Closed | -$302K | – | 565 |
|
|
2019
Q2 | $302K | Sell |
5,998
-360,028
| -98% | -$20.3M | 0.01% | 487 |
|
|
2019
Q1 | $24.2M | Buy |
366,026
+10,169
| +3% | +$670K | 0.52% | 57 |
|
|
2018
Q4 | $21.8M | Sell |
355,857
-23,686
| -6% | -$1.66M | 0.53% | 60 |
|
|
2018
Q3 | $31.2M | Buy |
379,543
+902
| +0.2% | +$72.9K | 0.65% | 54 |
|
|
2018
Q2 | $31.7M | Buy |
378,641
+2,355
| +0.6% | +$188K | 0.69% | 48 |
|
|
2018
Q1 | $24.4M | Buy |
376,286
+17,142
| +5% | +$1.2M | 0.54% | 59 |
|
|
2017
Q4 | $26.5M | Sell |
359,144
-754
| -0.2% | -$51.2K | 0.58% | 55 |
|
|
2017
Q3 | $23.1M | Buy |
359,898
+4,925
| +1% | +$300K | 0.54% | 55 |
|
|
2017
Q2 | $21.3M | Buy |
354,973
+7,515
| +2% | +$460K | 0.53% | 59 |
|
|
2017
Q1 | $22M | Buy |
347,458
+27,734
| +9% | +$1.85M | 0.56% | 56 |
|
|
2016
Q4 | $22.8M | Buy |
319,724
+4,286
| +1% | +$304K | 0.65% | 49 |
|
|
2016
Q3 | $23M | Buy |
315,438
+25,504
| +9% | +$1.91M | 0.65% | 47 |
|
|
2016
Q2 | $21.9M | Buy |
289,934
+9,563
| +3% | +$715K | 0.67% | 42 |
|
|
2016
Q1 | $19.2M | Buy |
280,371
+30,957
| +12% | +$2.08M | 0.61% | 47 |
|
|
2015
Q4 | $16.8M | Sell |
249,414
-26,051
| -9% | -$1.87M | 0.55% | 56 |
|
|
2015
Q3 | $18.2M | Sell |
275,465
-8,775
| -3% | -$613K | 0.63% | 47 |
|
|
2015
Q2 | $22.1M | Sell |
284,240
-3,031
| -1% | -$237K | 0.7% | 46 |
|
|
2015
Q1 | $20.9M | Buy |
287,271
+31,482
| +12% | +$2.43M | 0.66% | 49 |
|
|
2014
Q4 | $20.6M | Sell |
255,789
-14,513
| -5% | -$1.2M | 0.67% | 49 |
|
|
2014
Q3 | $24.9M | Sell |
270,302
-28,935
| -10% | -$2.78M | 0.87% | 32 |
|
|
2014
Q2 | $29.4M | Buy |
299,237
+59,809
| +25% | +$5.62M | 1.05% | 24 |
|
|
2014
Q1 | $21.9M | Buy |
239,428
+19,113
| +9% | +$1.71M | 0.81% | 30 |
|
|
2013
Q4 | $20.1M | Buy |
220,315
+14,849
| +7% | +$1.36M | 0.79% | 29 |
|
|
2013
Q3 | $18.4M | Buy |
205,466
+14,182
| +7% | +$1.22M | 0.8% | 26 |
|
|
2013
Q2 | $16.4M | Buy |
+191,284
| New | +$16.2M | 0.75% | 25 |
|
Other funds holding OXY
HHII
Zacks Investment Management's OXY Position: Q3 2024 in Review
Zacks Investment Management sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 4,112 shares — an estimated $259K sold.
Zacks Investment Management first reported a position in OXY in Q2 2013 and held it in 32 quarters. The position peaked at $31.7M in Q2 2018. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.
- Zacks Investment Management reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
- Zacks Investment Management sold 4,112 Occidental Petroleum shares in Q3 2024, an estimated $259K.
- Zacks Investment Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 32 quarters.
- Zacks Investment Management's Occidental Petroleum position peaked at $31.7M in Q2 2018.
- 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.
Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.