FinTrust Capital Advisors’s Occidental Petroleum OXY Stock Holding History

FinTrust Capital 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 Q3	–	Sell	-14	Closed	-$883	–	1423
2024 Q2	$883	Buy	+14	New	+$898	﹤0.01%	1269
2023 Q3	–	Sell	-300	Closed	-$18.9K	–	1311
2023 Q2	$18.9K	Hold	300	–	–	﹤0.01%	663
2023 Q1	$18.9K	Hold	300	–	–	﹤0.01%	661
2022 Q4	$18.9K	Buy	+300	New	+$20.4K	﹤0.01%	658
2020 Q4	–	Sell	-15	Closed	–	–	1128
2020 Q3	$0	Sell	15 -162	-92%	-$2.28K	﹤0.01%	1186
2020 Q2	$3K	Sell	177 -808	-82%	-$12.7K	﹤0.01%	892
2020 Q1	$11K	Sell	985 -3,265	-77%	-$107K	0.01%	736
2019 Q4	$175K	Buy	4,250 +3,363	+379%	+$135K	0.07%	231
2019 Q3	$39K	Buy	887 +560	+171%	+$26.5K	0.01%	501
2019 Q2	$16K	Sell	327 -4	-1%	-$225	0.01%	649
2019 Q1	$22K	Sell	331 -30	-8%	-$1.98K	0.01%	584
2018 Q4	$22K	Buy	+361	New	+$25.4K	0.01%	575

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

FinTrust Capital Advisors's OXY Position: Q3 2024 in Review

FinTrust Capital Advisors sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 14 shares — an estimated $883 sold.

FinTrust Capital Advisors first reported a position in OXY in Q4 2018 and held it in 12 quarters. The position peaked at $175K in Q4 2019. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

FinTrust Capital Advisors reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 14 Occidental Petroleum shares in Q3 2024, an estimated $883.
FinTrust Capital Advisors first reported a position in Occidental Petroleum in Q4 2018 and held it in 12 quarters.
FinTrust Capital Advisors's Occidental Petroleum position peaked at $175K in Q4 2019.
1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.