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Milestone Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-82
Closed -$5.32K – 345
2023
Q3 		$5.32K Buy
+82
New +$5.16K ﹤0.01% 325
2023
Q2 		– Sell
-82
Closed -$5.12K – 340
2023
Q1 		$5.12K Buy
+82
New +$5.09K ﹤0.01% 327

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Milestone Investment Advisors's OXY Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 82 shares — an estimated $5.32K sold.

Milestone Investment Advisors first reported a position in OXY in Q1 2023 and held it in 2 quarters. The position peaked at $5.32K in Q3 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 82 Occidental Petroleum shares in Q4 2023, an estimated $5.32K.
  • Milestone Investment Advisors first reported a position in Occidental Petroleum in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Occidental Petroleum position peaked at $5.32K in Q3 2023.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.