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Avaii Wealth Management’s Occidental Petroleum OXY Stock Holding History

Avaii Wealth Management’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
-4,945
Closed -$321K – 150
2024
Q1 		$321K Sell
4,945
-6,138
-55% -$367K 0.19% 101
2023
Q4 		$662K Buy
11,083
+1,765
+19% +$108K 0.43% 52
2023
Q3 		$605K Buy
+9,318
New +$586K 0.46% 48
2023
Q2 		– Sell
-3,958
Closed -$247K – 146
2023
Q1 		$247K Buy
3,958
+177
+5% +$11K 0.22% 111
2022
Q4 		$238K Sell
3,781
-3,462
-48% -$236K 0.21% 108
2022
Q3 		$445K Sell
7,243
-17
-0.2% -$1.09K 0.46% 47
2022
Q2 		$427K Buy
+7,260
New +$446K 0.46% 37

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

Avaii Wealth Management's OXY Position: Q2 2024 in Review

Avaii Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 4,945 shares — an estimated $321K sold.

Avaii Wealth Management first reported a position in OXY in Q2 2022 and held it in 7 quarters. The position peaked at $662K in Q4 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • Avaii Wealth Management reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • Avaii Wealth Management sold 4,945 Occidental Petroleum shares in Q2 2024, an estimated $321K.
  • Avaii Wealth Management first reported a position in Occidental Petroleum in Q2 2022 and held it in 7 quarters.
  • Avaii Wealth Management's Occidental Petroleum position peaked at $662K in Q4 2023.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Avaii Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.