Kiley Juergens Wealth Management’s Occidental Petroleum OXY Stock Holding History

Kiley Juergens 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 Q3	–	Sell	-11,879	Closed	-$749K	–	73
2024 Q2	$749K	Buy	11,879 +585	+5%	+$37.5K	0.21%	56
2024 Q1	$734K	Buy	+11,294	New	+$675K	0.23%	54
2018 Q4	–	Sell	-48	Closed	–	–	460
2018 Q3	$0	Hold	48	–	–	﹤0.01%	726
2018 Q2	$0	Buy	+48	New	+$3.83K	﹤0.01%	663
2018 Q1	–	Sell	-48	Closed	-$3K	–	443
2017 Q4	$3K	Buy	+48	New	+$3.26K	﹤0.01%	617

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

Kiley Juergens Wealth Management's OXY Position: Q3 2024 in Review

Kiley Juergens Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 11,879 shares — an estimated $749K sold.

Kiley Juergens Wealth Management first reported a position in OXY in Q4 2017 and held it in 5 quarters. The position peaked at $749K in Q2 2024. 1,206 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Kiley Juergens Wealth Management reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
Kiley Juergens Wealth Management sold 11,879 Occidental Petroleum shares in Q3 2024, an estimated $749K.
Kiley Juergens Wealth Management first reported a position in Occidental Petroleum in Q4 2017 and held it in 5 quarters.
Kiley Juergens Wealth Management's Occidental Petroleum position peaked at $749K in Q2 2024.
1,206 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.