Advisors Preferred’s Occidental Petroleum OXY Stock Holding History

Advisors Preferred’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	–	Sell	-37,886	Closed	-$2.38M	–	233
2024 Q2	$2.38M	Buy	+37,886	New	+$2.43M	0.41%	52
2023 Q2	–	Sell	-14,644	Closed	-$954K	–	232
2023 Q1	$954K	Buy	14,644 +5,845	+66%	+$363K	0.33%	44
2022 Q4	$537K	Buy	+8,799	New	+$599K	0.23%	68
2022 Q3	–	Sell	-7,265	Closed	-$428K	–	169
2022 Q2	$428K	Buy	+7,265	New	+$446K	0.11%	87
2014 Q3	–	Sell	-358	Closed	-$35.2K	–	327
2014 Q2	$35.2K	Buy	+358	New	+$33.6K	0.02%	193

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

Advisors Preferred's OXY Position: Q3 2024 in Review

Advisors Preferred sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 37,886 shares — an estimated $2.38M sold.

Advisors Preferred first reported a position in OXY in Q2 2014 and held it in 5 quarters. The position peaked at $2.38M in Q2 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Advisors Preferred reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
Advisors Preferred sold 37,886 Occidental Petroleum shares in Q3 2024, an estimated $2.38M.
Advisors Preferred first reported a position in Occidental Petroleum in Q2 2014 and held it in 5 quarters.
Advisors Preferred's Occidental Petroleum position peaked at $2.38M in Q2 2024.
1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Advisors Preferred's 13F filing for Q3 2024, filed 15 Oct 2024.