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Foster Victor Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Foster Victor 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
Q4 		– Sell
-3,863
Closed -$208K – 199
2024
Q3 		$208K Sell
3,863
-25
-0.6% -$1.43K 0.02% 186
2024
Q2 		$242K Buy
+3,888
New +$249K 0.02% 171

Other funds holding OXY

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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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $481B AUM 30.42% 1-Year Est. Return

Foster Victor Wealth Advisors's OXY Position: Q4 2024 in Review

Foster Victor Wealth Advisors sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 3,863 shares — an estimated $208K sold.

Foster Victor Wealth Advisors first reported a position in OXY in Q2 2024 and held it in 2 quarters. The position peaked at $242K in Q2 2024. 1,217 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

  • Foster Victor Wealth Advisors reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 3,863 Occidental Petroleum shares in Q4 2024, an estimated $208K.
  • Foster Victor Wealth Advisors first reported a position in Occidental Petroleum in Q2 2024 and held it in 2 quarters.
  • Foster Victor Wealth Advisors's Occidental Petroleum position peaked at $242K in Q2 2024.
  • 1,217 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.