Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Occidental Petroleum OXY Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-4,513
Closed -$269K – 1641
2023
Q4 		$269K Sell
4,513
-644
-12% -$39.3K ﹤0.01% 1350
2023
Q3 		$335K Buy
+5,157
New +$324K ﹤0.01% 1170

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

Envestnet Portfolio Solutions's OXY Position: Q1 2024 in Review

Envestnet Portfolio Solutions sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 4,513 shares — an estimated $269K sold.

Envestnet Portfolio Solutions first reported a position in OXY in Q3 2023 and held it in 2 quarters. The position peaked at $335K in Q3 2023. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • Envestnet Portfolio Solutions reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,513 Occidental Petroleum shares in Q1 2024, an estimated $269K.
  • Envestnet Portfolio Solutions first reported a position in Occidental Petroleum in Q3 2023 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Occidental Petroleum position peaked at $335K in Q3 2023.
  • 1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2024, filed 6 May 2024.