Zega Financial’s Occidental Petroleum OXY Stock Holding History

Zega Financial’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 Q1	–	Sell	-5,650	Closed	-$337K	–	127
2023 Q4	$337K	Buy	+5,650	New	+$345K	0.11%	66

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Zega Financial's OXY Position: Q1 2024 in Review

Zega Financial sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 5,650 shares — an estimated $337K sold.

Zega Financial first reported a position in OXY in Q4 2023 and held it in 1 quarter. The position peaked at $337K in Q4 2023. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

Zega Financial reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
Zega Financial sold 5,650 Occidental Petroleum shares in Q1 2024, an estimated $337K.
Zega Financial first reported a position in Occidental Petroleum in Q4 2023 and held it in 1 quarter.
Zega Financial's Occidental Petroleum position peaked at $337K in Q4 2023.
1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Zega Financial's 13F filing for Q1 2024, filed 9 May 2024.