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Zullo Investment Group’s Occidental Petroleum OXY Stock Holding History

Zullo Investment 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
Q1 		– Sell
-190
Closed -$12K – 524
2022
Q4 		$12K Buy
190
+10
+6% +$681 0.01% 470
2022
Q3 		$11K Buy
180
+100
+125% +$6.4K 0.01% 471
2022
Q2 		$5K Hold
80
– – ﹤0.01% 629
2022
Q1 		$5K Buy
80
+9
+13% +$398 ﹤0.01% 661
2021
Q4 		$2K Buy
+71
New +$2.23K ﹤0.01% 765

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zullo Investment Group's OXY Position: Q1 2023 in Review

Zullo Investment Group sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 190 shares — an estimated $12K sold.

Zullo Investment Group first reported a position in OXY in Q4 2021 and held it in 5 quarters. The position peaked at $12K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • Zullo Investment Group reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 190 Occidental Petroleum shares in Q1 2023, an estimated $12K.
  • Zullo Investment Group first reported a position in Occidental Petroleum in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Occidental Petroleum position peaked at $12K in Q4 2022.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.