Arete Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Arete Wealth 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	–	Sell	-3,763	Closed	-$237K	–	795
2024 Q2	$237K	Buy	+3,763	New	+$241K	0.02%	608
2024 Q1	–	Sell	-3,414	Closed	-$204K	–	628
2023 Q4	$204K	Buy	+3,414	New	+$208K	0.02%	675
2023 Q3	–	Sell	-3,703	Closed	-$218K	–	644
2023 Q2	$218K	Sell	3,703 -891	-19%	-$53.5K	0.02%	575
2023 Q1	$287K	Buy	4,594 +590	+15%	+$36.7K	0.02%	483
2022 Q4	$252M	Buy	4,004 +183	+5%	+$12.5K	0.02%	506
2022 Q3	$235K	Sell	3,821 -433	-10%	-$27.7K	0.02%	481
2022 Q2	$253K	Buy	4,254 +2,964	+230%	+$182K	0.03%	373
2022 Q1	$238K	Buy	+1,290	New	+$57K	0.02%	440
2020 Q1	–	Sell	-8,477	Closed	-$351K	–	390
2019 Q4	$351K	Buy	+8,477	New	+$340K	0.06%	277

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

Arete Wealth Advisors's OXY Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 3,763 shares — an estimated $237K sold.

Arete Wealth Advisors first reported a position in OXY in Q4 2019 and held it in 9 quarters. The position peaked at $252M in Q4 2022. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Arete Wealth Advisors reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 3,763 Occidental Petroleum shares in Q3 2024, an estimated $237K.
Arete Wealth Advisors first reported a position in Occidental Petroleum in Q4 2019 and held it in 9 quarters.
Arete Wealth Advisors's Occidental Petroleum position peaked at $252M in Q4 2022.
1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

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