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FirstPurpose Wealth’s Occidental Petroleum OXY Stock Holding History

FirstPurpose Wealth’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
Q1 		$313K Buy
4,534
+1,146
+34% +$68.5K 0.11% 158
2023
Q4 		$202K Buy
+3,388
New +$207K 0.08% 206

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

FirstPurpose Wealth's OXY Position: Q1 2024 in Review

FirstPurpose Wealth increased its Occidental Petroleum (OXY) stake by 34% in Q1 2024, buying an estimated $68.5K and bringing the position to 4,534 shares worth $313K. The position accounts for 0.11% of the portfolio, ranked #158.

FirstPurpose Wealth first reported a position in OXY in Q4 2023 and has held it in 2 quarters since. 1,242 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • FirstPurpose Wealth held 4,534 shares of Occidental Petroleum worth $313K as of Q1 2024.
  • FirstPurpose Wealth bought 1,146 Occidental Petroleum shares in Q1 2024, an estimated $68.5K.
  • Occidental Petroleum made up 0.11% of FirstPurpose Wealth's portfolio in Q1 2024, its #158 holding.
  • FirstPurpose Wealth first reported a position in Occidental Petroleum in Q4 2023 and has held it in 2 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.