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Connectus Wealth’s Occidental Petroleum OXY Stock Holding History

Connectus 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
Q1 		$244K Buy
+3,743
New +$224K 0.01% 340

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Connectus Wealth's OXY Position: Q1 2024 in Review

Connectus Wealth opened a new position in Occidental Petroleum (OXY) in Q1 2024: 3,743 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings.

1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • Connectus Wealth held 3,743 shares of Occidental Petroleum worth $244K as of Q1 2024.
  • Occidental Petroleum was a new Connectus Wealth position in Q1 2024.
  • Occidental Petroleum made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #340 holding.
  • 1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.