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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
2019
Q4 		– Sell
-3,000
Closed -$285K – 1105
2019
Q3 		$285K Buy
+3,000
New +$142K 0.1% 173

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State Street
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Geode Capital Management
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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
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Fidelity Investments
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.