Avidian Wealth Enterprises’s Occidental Petroleum OXY Stock Holding History

Avidian Wealth Enterprises’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	-3,175	Closed	-$206K	–	515
2024 Q1	$206K	Buy	+3,175	New	+$190K	0.01%	418
2023 Q4	–	Sell	-9,345	Closed	-$606K	–	427
2023 Q3	$606K	Sell	9,345 -157	-2%	-$9.88K	0.04%	222
2023 Q2	$559K	Sell	9,502 -10,911	-53%	-$655K	0.04%	248
2023 Q1	$1.27M	Buy	20,413 +999	+5%	+$62.1K	0.07%	173
2022 Q4	$1.22M	Buy	19,414 +4,100	+27%	+$279K	0.08%	152
2022 Q3	$941K	Buy	15,314 +4,301	+39%	+$275K	0.07%	156
2022 Q2	$648K	Buy	11,013 +466	+4%	+$28.6K	0.05%	227
2022 Q1	$598K	Buy	+10,547	New	+$466K	0.04%	269
2021 Q3	–	Sell	-6,722	Closed	-$210K	–	415
2021 Q2	$210K	Buy	+6,722	New	+$180K	0.02%	363

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avidian Wealth Enterprises's OXY Position: Q2 2024 in Review

Avidian Wealth Enterprises sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 3,175 shares — an estimated $206K sold.

Avidian Wealth Enterprises first reported a position in OXY in Q2 2021 and held it in 9 quarters. The position peaked at $1.27M in Q1 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

Avidian Wealth Enterprises reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
Avidian Wealth Enterprises sold 3,175 Occidental Petroleum shares in Q2 2024, an estimated $206K.
Avidian Wealth Enterprises first reported a position in Occidental Petroleum in Q2 2021 and held it in 9 quarters.
Avidian Wealth Enterprises's Occidental Petroleum position peaked at $1.27M in Q1 2023.
1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2024, filed 6 Aug 2024.