Financial Synergies Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-13	Closed	-$845	–	337
2024 Q1	$845	Hold	13	–	–	﹤0.01%	422
2023 Q4	$819	Hold	13	–	–	﹤0.01%	348
2023 Q3	$844	Hold	13	–	–	﹤0.01%	398
2023 Q2	$765	Hold	13	–	–	﹤0.01%	413
2023 Q1	$812	Hold	13	–	–	﹤0.01%	394
2022 Q4	$819	Hold	13	–	–	﹤0.01%	348
2022 Q3	$799	Hold	13	–	–	﹤0.01%	328
2022 Q2	$766	Buy	+13	New	+$799	﹤0.01%	340

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's OXY Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 13 shares — an estimated $845 sold.

Financial Synergies Wealth Advisors first reported a position in OXY in Q2 2022 and held it in 8 quarters. The position peaked at $845 in Q1 2024. 1,220 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 13 Occidental Petroleum shares in Q2 2024, an estimated $845.
Financial Synergies Wealth Advisors first reported a position in Occidental Petroleum in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Occidental Petroleum position peaked at $845 in Q1 2024.
1,220 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.