High Net Worth Advisory Group’s Occidental Petroleum OXY Stock Holding History

High Net Worth Advisory Group’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	-3,531	Closed	-$211K	–	218
2023 Q4	$211K	Sell	3,531 -1,365	-28%	-$83.3K	0.08%	186
2023 Q3	$318K	Hold	4,896	–	–	0.13%	135
2023 Q2	$288K	Hold	4,896	–	–	0.11%	147
2023 Q1	$306K	Buy	4,896 +4,300	+721%	+$267K	0.12%	143
2022 Q4	$37.5K	Hold	596	–	–	0.01%	365
2022 Q3	$37K	Hold	596	–	–	0.02%	376
2022 Q2	$35K	Hold	596	–	–	0.01%	375
2022 Q1	$34K	Hold	596	–	–	0.01%	389
2021 Q4	$17K	Buy	+596	New	+$18.7K	0.01%	484

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

High Net Worth Advisory Group's OXY Position: Q1 2024 in Review

High Net Worth Advisory Group sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 3,531 shares — an estimated $211K sold.

High Net Worth Advisory Group first reported a position in OXY in Q4 2021 and held it in 9 quarters. The position peaked at $318K in Q3 2023. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

High Net Worth Advisory Group reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
High Net Worth Advisory Group sold 3,531 Occidental Petroleum shares in Q1 2024, an estimated $211K.
High Net Worth Advisory Group first reported a position in Occidental Petroleum in Q4 2021 and held it in 9 quarters.
High Net Worth Advisory Group's Occidental Petroleum position peaked at $318K in Q3 2023.
1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on High Net Worth Advisory Group's 13F filing for Q1 2024, filed 12 Apr 2024.