Kelly Financial Services’s Occidental Petroleum OXY Stock Holding History

Kelly Financial Services’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	–	Sell	-61	Closed	-$3.85K	–	557
2024 Q2	$3.85K	Buy	61 +16	+36%	+$1.03K	﹤0.01%	519
2024 Q1	$2.92K	Hold	45	–	–	﹤0.01%	557
2023 Q4	$2.69K	Hold	45	–	–	﹤0.01%	549
2023 Q3	$2.92K	Hold	45	–	–	﹤0.01%	512
2023 Q2	$2.65K	Hold	45	–	–	﹤0.01%	525
2023 Q1	$2.81K	Hold	45	–	–	﹤0.01%	491
2022 Q4	$2.83K	Hold	45	–	–	﹤0.01%	467
2022 Q3	$2.77K	Hold	45	–	–	﹤0.01%	468
2022 Q2	$2.65K	Buy	45 +8	+22%	+$491	﹤0.01%	474
2022 Q1	$2.1K	Hold	37	–	–	﹤0.01%	514
2021 Q4	$1.07K	Hold	37	–	–	﹤0.01%	585
2021 Q3	$1.09K	Sell	37 -1,120	-97%	-$29.9K	﹤0.01%	565
2021 Q2	$37K	Buy	1,157 +1,120	+3,027%	+$30K	﹤0.01%	490
2021 Q1	$985	Hold	37	–	–	﹤0.01%	550
2020 Q4	$640	Hold	37	–	–	﹤0.01%	534
2020 Q3	$370	Hold	37	–	–	﹤0.01%	527
2020 Q2	$677	Hold	37	–	–	﹤0.01%	523
2020 Q1	$428	Hold	37	–	–	﹤0.01%	507
2019 Q4	$1.52K	Hold	37	–	–	﹤0.01%	439
2019 Q3	$1.65K	Hold	37	–	–	﹤0.01%	417
2019 Q2	$1.86K	Hold	37	–	–	﹤0.01%	382
2019 Q1	$2.45K	Buy	+37	New	+$2.44K	﹤0.01%	357

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

Kelly Financial Services's OXY Position: Q3 2024 in Review

Kelly Financial Services sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 61 shares — an estimated $3.85K sold.

Kelly Financial Services first reported a position in OXY in Q1 2019 and held it in 22 quarters. The position peaked at $37K in Q2 2021. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Kelly Financial Services reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 61 Occidental Petroleum shares in Q3 2024, an estimated $3.85K.
Kelly Financial Services first reported a position in Occidental Petroleum in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Occidental Petroleum position peaked at $37K in Q2 2021.
1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.