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Evergreen Wealth Management’s Occidental Petroleum OXY Stock Holding History

Evergreen 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
-13,239
Closed -$834K – 58
2024
Q2 		$834K Hold
13,239
– – 0.55% 48
2024
Q1 		$860K Hold
13,239
– – 0.58% 47
2023
Q4 		$790K Buy
13,239
+272
+2% +$16.6K 0.58% 49
2023
Q3 		$841K Buy
12,967
+229
+2% +$14.4K 0.66% 47
2023
Q2 		$749K Buy
12,738
+2,340
+23% +$140K 0.59% 46
2023
Q1 		$649K Buy
10,398
+371
+4% +$23K 0.58% 45
2022
Q4 		$632K Buy
+10,027
New +$683K 0.58% 47

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

Evergreen Wealth Management's OXY Position: Q3 2024 in Review

Evergreen Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 13,239 shares — an estimated $834K sold.

Evergreen Wealth Management first reported a position in OXY in Q4 2022 and held it in 7 quarters. The position peaked at $860K in Q1 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Evergreen Wealth Management reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Evergreen Wealth Management sold 13,239 Occidental Petroleum shares in Q3 2024, an estimated $834K.
  • Evergreen Wealth Management first reported a position in Occidental Petroleum in Q4 2022 and held it in 7 quarters.
  • Evergreen Wealth Management's Occidental Petroleum position peaked at $860K in Q1 2024.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Evergreen Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.