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Gateway Advisory’s Occidental Petroleum OXY Stock Holding History

Gateway Advisory’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 		$267K Buy
5,177
+330
+7% +$18.8K 0.04% 125
2024
Q2 		$306K Buy
4,847
+184
+4% +$11.8K 0.05% 121
2024
Q1 		$303K Buy
+4,663
New +$279K 0.05% 114
2021
Q3 		– Sell
-19,112
Closed -$598K – 129
2021
Q2 		$598K Buy
+19,112
New +$513K 0.13% 51

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gateway Advisory's OXY Position: Q3 2024 in Review

Gateway Advisory increased its Occidental Petroleum (OXY) stake by 6.8% in Q3 2024, buying an estimated $18.8K and bringing the position to 5,177 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #125.

Gateway Advisory first reported a position in OXY in Q2 2021 and has held it in 4 quarters since. The position peaked at $598K in Q2 2021. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Gateway Advisory held 5,177 shares of Occidental Petroleum worth $267K as of Q3 2024.
  • Gateway Advisory bought 330 Occidental Petroleum shares in Q3 2024, an estimated $18.8K.
  • Occidental Petroleum made up 0.04% of Gateway Advisory's portfolio in Q3 2024, its #125 holding.
  • Gateway Advisory first reported a position in Occidental Petroleum in Q2 2021 and has held it in 4 quarters since.
  • Gateway Advisory's Occidental Petroleum position peaked at $598K in Q2 2021.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.