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AdvisorShares Investments’s Occidental Petroleum OXY Stock Holding History

AdvisorShares Investments’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
Q2 		– Sell
-7,018
Closed -$456K – 311
2024
Q1 		$456K Hold
7,018
– – 0.08% 173
2023
Q4 		$419K Buy
+7,018
New +$428K 0.1% 172
2023
Q3 		– Sell
-5,522
Closed -$325K – 277
2023
Q2 		$325K Sell
5,522
-124
-2% -$7.44K 0.09% 173
2023
Q1 		$352K Sell
5,646
-13,316
-70% -$827K 0.11% 159
2022
Q4 		$1.19M Sell
18,962
-4,080
-18% -$278K 0.34% 43
2022
Q3 		$1.42M Buy
+23,042
New +$1.47M 0.38% 18

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AdvisorShares Investments's OXY Position: Q2 2024 in Review

AdvisorShares Investments sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 7,018 shares — an estimated $456K sold.

AdvisorShares Investments first reported a position in OXY in Q3 2022 and held it in 6 quarters. The position peaked at $1.42M in Q3 2022. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • AdvisorShares Investments reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • AdvisorShares Investments sold 7,018 Occidental Petroleum shares in Q2 2024, an estimated $456K.
  • AdvisorShares Investments first reported a position in Occidental Petroleum in Q3 2022 and held it in 6 quarters.
  • AdvisorShares Investments's Occidental Petroleum position peaked at $1.42M in Q3 2022.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on AdvisorShares Investments's 13F filing for Q2 2024, filed 7 Aug 2024.