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Alera Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Alera Investment Advisors’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 		$327K Buy
6,352
+2,584
+69% +$147K 0.04% 195
2024
Q2 		$237K Buy
+3,768
New +$242K 0.03% 230
2019
Q2 		– Sell
-327
Closed -$22K – 724
2019
Q1 		$22K Buy
327
+72
+28% +$4.74K 0.01% 273
2018
Q4 		$16K Buy
+255
New +$17.9K 0.01% 336

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

Alera Investment Advisors's OXY Position: Q3 2024 in Review

Alera Investment Advisors increased its Occidental Petroleum (OXY) stake by 69% in Q3 2024, buying an estimated $147K and bringing the position to 6,352 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #195.

Alera Investment Advisors first reported a position in OXY in Q4 2018 and has held it in 4 quarters since. 1,206 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Alera Investment Advisors held 6,352 shares of Occidental Petroleum worth $327K as of Q3 2024.
  • Alera Investment Advisors bought 2,584 Occidental Petroleum shares in Q3 2024, an estimated $147K.
  • Occidental Petroleum made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #195 holding.
  • Alera Investment Advisors first reported a position in Occidental Petroleum in Q4 2018 and has held it in 4 quarters since.
  • 1,206 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.