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NFP Retirement Inc’s Occidental Petroleum OXY Stock Holding History

NFP Retirement Inc’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
-3,733
Closed -$235K – 292
2024
Q2 		$235K Buy
3,733
+10
+0.3% +$641 0.02% 253
2024
Q1 		$242K Sell
3,723
-134
-3% -$8K 0.02% 246
2023
Q4 		$230K Sell
3,857
-111
-3% -$6.77K 0.04% 222
2023
Q3 		$257K Sell
3,968
-77
-2% -$4.84K 0.05% 196
2023
Q2 		$238K Buy
4,045
+267
+7% +$16K 0.04% 206
2023
Q1 		$236K Buy
3,778
+251
+7% +$15.6K 0.05% 214
2022
Q4 		$222K Buy
3,527
+16
+0.5% +$1.09K 0.05% 217
2022
Q3 		$216K Buy
3,511
+1
+0% +$64 0.05% 208
2022
Q2 		$207K Buy
+3,510
New +$216K 0.05% 216

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NFP Retirement Inc's OXY Position: Q3 2024 in Review

NFP Retirement Inc sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 3,733 shares — an estimated $235K sold.

NFP Retirement Inc first reported a position in OXY in Q2 2022 and held it in 9 quarters. The position peaked at $257K in Q3 2023. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • NFP Retirement Inc reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • NFP Retirement Inc sold 3,733 Occidental Petroleum shares in Q3 2024, an estimated $235K.
  • NFP Retirement Inc first reported a position in Occidental Petroleum in Q2 2022 and held it in 9 quarters.
  • NFP Retirement Inc's Occidental Petroleum position peaked at $257K in Q3 2023.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on NFP Retirement Inc's 13F filing for Q3 2024, filed 13 Feb 2025.