ICA Group Wealth Management’s Occidental Petroleum OXY Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-10	Closed	-$650	–	1153
2024 Q1	$650	Hold	10	–	–	﹤0.01%	1275
2023 Q4	$597	Buy	+10	New	+$610	﹤0.01%	1275
2023 Q3	–	Sell	-10	Closed	-$588	–	905
2023 Q2	$588	Sell	10 -990	-99%	-$59.4K	﹤0.01%	1240
2023 Q1	$62.4K	Hold	1,000	–	–	0.01%	431
2022 Q4	$63K	Buy	+1,000	New	+$68.1K	0.01%	463
2022 Q2	–	Sell	-6,191	Closed	-$431K	–	396
2022 Q1	$431K	Buy	+6,191	New	+$274K	0.08%	208

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

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

BlackRock New York $5.72T AUM 30.48% 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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

ICA Group Wealth Management's OXY Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 10 shares — an estimated $650 sold.

ICA Group Wealth Management first reported a position in OXY in Q1 2022 and held it in 6 quarters. The position peaked at $431K in Q1 2022. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

ICA Group Wealth Management reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 10 Occidental Petroleum shares in Q2 2024, an estimated $650.
ICA Group Wealth Management first reported a position in Occidental Petroleum in Q1 2022 and held it in 6 quarters.
ICA Group Wealth Management's Occidental Petroleum position peaked at $431K in Q1 2022.
1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.