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Avantax Planning Partners’s Occidental Petroleum OXY Stock Holding History

Avantax Planning Partners’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
2023
Q3 		– Sell
-5,939
Closed -$349K – 382
2023
Q2 		$349K Sell
5,939
-773
-12% -$46.4K 0.01% 269
2023
Q1 		$419K Sell
6,712
-90
-1% -$5.59K 0.02% 249
2022
Q4 		$428K Buy
6,802
+91
+1% +$6.2K 0.02% 249
2022
Q3 		$412K Buy
6,711
+784
+13% +$50.2K 0.02% 243
2022
Q2 		$349K Buy
5,927
+111
+2% +$6.82K 0.01% 255
2022
Q1 		$330K Buy
+5,816
New +$257K 0.01% 264
2021
Q4 		– Sell
-7,315
Closed -$216K – 364
2021
Q3 		$216K Sell
7,315
-25
-0.3% -$667 0.01% 309
2021
Q2 		$230K Buy
+7,340
New +$197K 0.01% 291
2019
Q2 		– Sell
-3,048
Closed -$202K – 304
2019
Q1 		$202K Buy
+3,048
New +$201K 0.01% 282
2018
Q4 		– Sell
-2,902
Closed -$238K – 926
2018
Q3 		$238K Sell
2,902
-31
-1% -$2.5K 0.02% 221
2018
Q2 		$246K Buy
2,933
+14
+0.5% +$1.12K 0.02% 206
2018
Q1 		$190K Sell
2,919
-208
-7% -$14.5K 0.02% 301
2017
Q4 		$230K Sell
3,127
-4,139
-57% -$281K 0.02% 276
2017
Q3 		$467K Buy
7,266
+3,414
+89% +$208K 0.04% 212
2017
Q2 		$231K Sell
3,852
-651
-14% -$39.8K 0.02% 306
2017
Q1 		$285K Sell
4,503
-6,530
-59% -$434K 0.03% 247
2016
Q4 		$786K Buy
+11,033
New +$784K 0.08% 116

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's OXY Position: Q3 2023 in Review

Avantax Planning Partners sold out of Occidental Petroleum (OXY) in Q3 2023, closing a stake of 5,939 shares — an estimated $349K sold.

Avantax Planning Partners first reported a position in OXY in Q4 2016 and held it in 17 quarters. The position peaked at $786K in Q4 2016. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • Avantax Planning Partners reported no remaining Occidental Petroleum position as of Q3 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 5,939 Occidental Petroleum shares in Q3 2023, an estimated $349K.
  • Avantax Planning Partners first reported a position in Occidental Petroleum in Q4 2016 and held it in 17 quarters.
  • Avantax Planning Partners's Occidental Petroleum position peaked at $786K in Q4 2016.
  • 1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Avantax Planning Partners's 13F filing for Q3 2023, filed 6 Nov 2023.