9258 Wealth Management’s Occidental Petroleum OXY Stock Holding History

9258 Wealth Management’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 Q3	$272K	Hold	5,270	–	–	0.04%	284
2024 Q2	$332K	Buy	5,270 +5	+0.1%	+$321	0.05%	248
2024 Q1	$342K	Hold	5,265	–	–	0.05%	248
2023 Q4	$314K	Hold	5,265	–	–	0.06%	249
2023 Q3	$342K	Buy	5,265 +84	+2%	+$5.29K	0.07%	227
2023 Q2	$305K	Buy	5,181 +42	+0.8%	+$2.52K	0.06%	247
2023 Q1	$321K	Sell	5,139 -29	-0.6%	-$1.8K	0.06%	245
2022 Q4	$326K	Hold	5,168	–	–	0.07%	235
2022 Q3	$318K	Sell	5,168 -58	-1%	-$3.71K	0.08%	230
2022 Q2	$308K	Hold	5,226	–	–	0.08%	245
2022 Q1	$297K	Buy	+5,226	New	+$231K	0.07%	282
2020 Q4	–	Sell	-36,318	Closed	-$332K	–	315
2020 Q3	$332K	Buy	36,318 +19,805	+120%	+$279K	0.13%	188
2020 Q2	$302K	Buy	16,513 +448	+3%	+$7.06K	0.12%	198
2020 Q1	$227K	Buy	16,065 +10,597	+194%	+$348K	0.1%	229
2019 Q4	$225K	Buy	+5,468	New	+$219K	0.08%	260

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

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

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

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

9258 Wealth Management's OXY Position: Q3 2024 in Review

9258 Wealth Management held its Occidental Petroleum (OXY) position steady in Q3 2024 at 5,270 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #284.

9258 Wealth Management first reported a position in OXY in Q4 2019 and has held it in 15 quarters since. The position peaked at $342K in Q1 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

9258 Wealth Management held 5,270 shares of Occidental Petroleum worth $272K as of Q3 2024.
9258 Wealth Management left its Occidental Petroleum share count unchanged in Q3 2024.
Occidental Petroleum made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #284 holding.
9258 Wealth Management first reported a position in Occidental Petroleum in Q4 2019 and has held it in 15 quarters since.
9258 Wealth Management's Occidental Petroleum position peaked at $342K in Q1 2024.
1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.