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Jackson Grant Investment Advisers’s Occidental Petroleum OXY Stock Holding History

Jackson Grant Investment Advisers’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
-20
Closed -$1.3K – 406
2024
Q1 		$1.3K Hold
20
– – ﹤0.01% 383
2023
Q4 		$1.19K Hold
20
– – ﹤0.01% 379
2023
Q3 		$1.3K Hold
20
– – ﹤0.01% 374
2023
Q2 		$1.18K Hold
20
– – ﹤0.01% 398
2023
Q1 		$1.25K Buy
+20
New +$1.24K ﹤0.01% 429
2021
Q1 		– Sell
-200
Closed -$3K – 383
2020
Q4 		$3K Buy
+200
New +$2.74K ﹤0.01% 329

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

Jackson Grant Investment Advisers's OXY Position: Q2 2024 in Review

Jackson Grant Investment Advisers sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 20 shares — an estimated $1.3K sold.

Jackson Grant Investment Advisers first reported a position in OXY in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q4 2020. 1,220 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • Jackson Grant Investment Advisers reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 20 Occidental Petroleum shares in Q2 2024, an estimated $1.3K.
  • Jackson Grant Investment Advisers first reported a position in Occidental Petroleum in Q4 2020 and held it in 6 quarters.
  • Jackson Grant Investment Advisers's Occidental Petroleum position peaked at $3K in Q4 2020.
  • 1,220 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2024, filed 16 Jul 2024.