Halpern Financial’s Occidental Petroleum OXY Stock Holding History

Halpern Financial’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	$11.9K	Hold	222	–	–	﹤0.01%	157
2024 Q2	$14K	Sell	222 -443	-67%	-$28.4K	﹤0.01%	145
2024 Q1	$45K	Hold	665	–	–	0.01%	96
2023 Q4	$40.3K	Hold	665	–	–	0.01%	101
2023 Q3	$43.1K	Hold	665	–	–	0.01%	86
2023 Q2	$39.1K	Hold	665	–	–	0.01%	87
2023 Q1	$41.5K	Hold	665	–	–	0.01%	83
2022 Q4	$41.9K	Hold	665	–	–	0.02%	85
2022 Q3	$40.9K	Buy	665 +177	+36%	+$11.3K	0.02%	86
2022 Q2	$28.7K	Hold	488	–	–	0.01%	103
2022 Q1	$27.7K	Buy	488 +45	+10%	+$1.99K	0.01%	119
2021 Q4	$12.8K	Sell	443 -167	-27%	-$5.24K	0.01%	170
2021 Q3	$18K	Hold	610	–	–	0.01%	125
2021 Q2	$19.1K	Hold	610	–	–	0.01%	109
2021 Q1	$16.2K	Hold	610	–	–	0.01%	110
2020 Q4	$10.6K	Buy	+610	New	+$8.37K	0.01%	119

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Halpern Financial's OXY Position: Q3 2024 in Review

Halpern Financial held its Occidental Petroleum (OXY) position steady in Q3 2024 at 222 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Halpern Financial first reported a position in OXY in Q4 2020 and has held it in 16 quarters since. The position peaked at $45K in Q1 2024. 1,206 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Halpern Financial held 222 shares of Occidental Petroleum worth $11.9K as of Q3 2024.
Halpern Financial left its Occidental Petroleum share count unchanged in Q3 2024.
Occidental Petroleum made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #157 holding.
Halpern Financial first reported a position in Occidental Petroleum in Q4 2020 and has held it in 16 quarters since.
Halpern Financial's Occidental Petroleum position peaked at $45K in Q1 2024.
1,206 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.