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Global Wealth Management Investment Advisory’s Occidental Petroleum OXY Stock Holding History

Global Wealth Management Investment 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
Q1 		– Sell
-20
Closed -$1.19K – 343
2023
Q4 		$1.19K Hold
20
– – ﹤0.01% 427
2023
Q3 		$1.3K Hold
20
– – ﹤0.01% 414
2023
Q2 		$1.18K Buy
+20
New +$1.2K ﹤0.01% 417
2022
Q3 		– Sell
-20
Closed -$1K – 369
2022
Q2 		$1K Sell
20
-137
-87% -$8.41K ﹤0.01% 470
2022
Q1 		$9K Hold
157
– – ﹤0.01% 329
2021
Q4 		$5K Sell
157
-100
-39% -$3.14K ﹤0.01% 355
2021
Q3 		$8K Sell
257
-45
-15% -$1.2K ﹤0.01% 335
2021
Q2 		$9K Sell
302
-28
-8% -$751 ﹤0.01% 303
2021
Q1 		$9K Sell
330
-101
-23% -$2.53K ﹤0.01% 321
2020
Q4 		$7K Sell
431
-150
-26% -$2.06K ﹤0.01% 311
2020
Q3 		$6K Sell
581
-41,901
-99% -$591K ﹤0.01% 317
2020
Q2 		$777K Sell
42,482
-4,189
-9% -$66K 0.33% 76
2020
Q1 		$540K Buy
46,671
+13,248
+40% +$435K 0.27% 76
2019
Q4 		$1.38M Sell
33,423
-14,538
-30% -$582K 0.58% 61
2019
Q3 		$2.13M Buy
47,961
+2,966
+7% +$140K 0.98% 33
2019
Q2 		$2.26M Buy
44,995
+15,677
+53% +$882K 1.09% 33
2019
Q1 		$1.94M Buy
29,318
+2,767
+10% +$182K 1.01% 36
2018
Q4 		$1.63M Buy
+26,551
New +$1.87M 0.95% 38

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

Global Wealth Management Investment Advisory's OXY Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 20 shares — an estimated $1.19K sold.

Global Wealth Management Investment Advisory first reported a position in OXY in Q4 2018 and held it in 18 quarters. The position peaked at $2.26M in Q2 2019. 1,242 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 20 Occidental Petroleum shares in Q1 2024, an estimated $1.19K.
  • Global Wealth Management Investment Advisory first reported a position in Occidental Petroleum in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Occidental Petroleum position peaked at $2.26M in Q2 2019.
  • 1,242 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.