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Eads & Heald Wealth Management’s Occidental Petroleum OXY Stock Holding History

Eads & Heald 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
Q3 		– Sell
-3,540
Closed -$223K – 148
2024
Q2 		$223K Sell
3,540
-150
-4% -$9.62K 0.11% 138
2024
Q1 		$240K Sell
3,690
-115
-3% -$6.87K 0.11% 132
2023
Q4 		$227K Sell
3,805
-1,070
-22% -$65.3K 0.11% 139
2023
Q3 		$316K Buy
4,875
+615
+14% +$38.7K 0.17% 121
2023
Q2 		$250K Buy
4,260
+445
+12% +$26.7K 0.12% 133
2023
Q1 		$238K Buy
+3,815
New +$237K 0.12% 135
2019
Q4 		– Sell
-6,902
Closed -$307K – 131
2019
Q3 		$307K Sell
6,902
-623
-8% -$29.5K 0.17% 116
2019
Q2 		$378K Sell
7,525
-840
-10% -$47.3K 0.21% 113
2019
Q1 		$554K Buy
8,365
+835
+11% +$55K 0.32% 103
2018
Q4 		$462K Buy
7,530
+2,660
+55% +$187K 0.31% 106
2018
Q3 		$400K Sell
4,870
-10
-0.2% -$808 0.23% 111
2018
Q2 		$408K Sell
4,880
-115
-2% -$9.19K 0.25% 109
2018
Q1 		$324K Buy
+4,995
New +$349K 0.21% 115

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
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
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eads & Heald Wealth Management's OXY Position: Q3 2024 in Review

Eads & Heald Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 3,540 shares — an estimated $223K sold.

Eads & Heald Wealth Management first reported a position in OXY in Q1 2018 and held it in 13 quarters. The position peaked at $554K in Q1 2019. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Eads & Heald Wealth Management reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 3,540 Occidental Petroleum shares in Q3 2024, an estimated $223K.
  • Eads & Heald Wealth Management first reported a position in Occidental Petroleum in Q1 2018 and held it in 13 quarters.
  • Eads & Heald Wealth Management's Occidental Petroleum position peaked at $554K in Q1 2019.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2024, filed 28 Oct 2024.