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Northwest Wealth Management’s Occidental Petroleum OXY Stock Holding History

Northwest 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
Q2 		– Sell
-6,309
Closed -$410K – 175
2024
Q1 		$410K Sell
6,309
-30
-0.5% -$1.79K 0.11% 105
2023
Q4 		$379K Buy
+6,339
New +$387K 0.11% 108
2022
Q4 		– Sell
-52,962
Closed -$3.25M – 147
2022
Q3 		$3.25M Buy
52,962
+690
+1% +$44.2K 1.44% 20
2022
Q2 		$3.08M Buy
52,272
+361
+0.7% +$22.2K 1.33% 22
2022
Q1 		$2.94M Sell
51,911
-957
-2% -$42.3K 1.44% 20
2021
Q4 		$1.53M Hold
52,868
– – 0.71% 38
2021
Q3 		$1.56M Sell
52,868
-2,000
-4% -$53.4K 0.78% 36
2021
Q2 		$1.72M Buy
54,868
+2,084
+4% +$55.9K 0.91% 27
2021
Q1 		$1.41M Hold
52,784
– – 0.88% 32
2020
Q4 		$914K Hold
52,784
– – 0.63% 43
2020
Q3 		$528K Hold
52,784
– – 0.44% 59
2020
Q2 		$966K Hold
52,784
– – 0.84% 36
2020
Q1 		$611K Hold
52,784
– – 0.62% 46
2019
Q4 		$2.17M Sell
52,784
-5,700
-10% -$228K 1.99% 16
2019
Q3 		$2.6M Hold
58,484
– – 2.14% 11
2019
Q2 		$2.94M Buy
58,484
+2,257
+4% +$127K 2.37% 9
2019
Q1 		$3.72M Hold
56,227
– – 2.81% 5
2018
Q4 		$3.45M Sell
56,227
-93
-0.2% -$6.54K 2.92% 5
2018
Q3 		$4.63M Hold
56,320
– – 3.46% 5
2018
Q2 		$4.71M Hold
56,320
– – 3.54% 5
2018
Q1 		$3.66M Buy
56,320
+200
+0.4% +$14K 2.72% 8
2017
Q4 		$4.13M Buy
56,120
+52,884
+1,634% +$3.59M 3.37% 7
2017
Q3 		$208K Sell
3,236
-52,889
-94% -$3.22M 0.29% 64
2017
Q2 		$3.36M Hold
56,125
– – 3.07% 9
2017
Q1 		$3.56M Buy
56,125
+1,250
+2% +$83.2K 3.29% 9
2016
Q4 		$3.91M Buy
+54,875
New +$3.9M 3.98% 5

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

Northwest Wealth Management's OXY Position: Q2 2024 in Review

Northwest Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 6,309 shares — an estimated $410K sold.

Northwest Wealth Management first reported a position in OXY in Q4 2016 and held it in 26 quarters. The position peaked at $4.71M in Q2 2018. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • Northwest Wealth Management reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • Northwest Wealth Management sold 6,309 Occidental Petroleum shares in Q2 2024, an estimated $410K.
  • Northwest Wealth Management first reported a position in Occidental Petroleum in Q4 2016 and held it in 26 quarters.
  • Northwest Wealth Management's Occidental Petroleum position peaked at $4.71M in Q2 2018.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Northwest Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.