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Financial Advocates Investment Management’s Occidental Petroleum OXY Stock Holding History

Financial Advocates Investment 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
2020
Q1 		– Sell
-7,088
Closed -$475K – 529
2019
Q4 		$475K Buy
+7,088
New +$284K 0.05% 319

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Advocates Investment Management's OXY Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 9,545 shares — an estimated $492K sold.

Financial Advocates Investment Management first reported a position in OXY in Q4 2021 and held it in 11 quarters. The position peaked at $606K in Q1 2024. 1,218 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,545 Occidental Petroleum shares in Q4 2024, an estimated $492K.
  • Financial Advocates Investment Management first reported a position in Occidental Petroleum in Q4 2021 and held it in 11 quarters.
  • Financial Advocates Investment Management's Occidental Petroleum position peaked at $606K in Q1 2024.
  • 1,218 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.