Ashton Thomas Private Wealth’s Occidental Petroleum OXY Stock Holding History

Ashton Thomas Private Wealth’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	-594	Closed	-$37.4K	–	1449
2024 Q2	$37.4K	Buy	+594	New	+$38.1K	﹤0.01%	993
2024 Q1	–	Sell	-4,843	Closed	-$289K	–	612
2023 Q4	$289K	Buy	+4,843	New	+$296K	0.02%	502
2023 Q2	–	Sell	-3,397	Closed	-$212K	–	593
2023 Q1	$212K	Sell	3,397 -8,372	-71%	-$520K	0.02%	477
2022 Q4	$741K	Sell	11,769 -368	-3%	-$25.1K	0.07%	282
2022 Q3	$746K	Buy	12,137 +1,407	+13%	+$90.1K	0.08%	253
2022 Q2	$632K	Buy	+10,730	New	+$659K	0.07%	269
2019 Q4	–	Sell	-21,317	Closed	-$948K	–	238
2019 Q3	$948K	Sell	21,317 -6,051	-22%	-$286K	0.4%	69
2019 Q2	$1.38M	Buy	27,368 +13,305	+95%	+$749K	0.53%	51
2019 Q1	$931K	Buy	+14,063	New	+$927K	0.38%	66

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

Ashton Thomas Private Wealth's OXY Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 594 shares — an estimated $37.4K sold.

Ashton Thomas Private Wealth first reported a position in OXY in Q1 2019 and held it in 9 quarters. The position peaked at $1.38M in Q2 2019. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Ashton Thomas Private Wealth reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
Ashton Thomas Private Wealth sold 594 Occidental Petroleum shares in Q3 2024, an estimated $37.4K.
Ashton Thomas Private Wealth first reported a position in Occidental Petroleum in Q1 2019 and held it in 9 quarters.
Ashton Thomas Private Wealth's Occidental Petroleum position peaked at $1.38M in Q2 2019.
1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.