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Pinnacle Financial Partners (Tennessee)’s Occidental Petroleum OXY Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
-145,008
Closed -$9.42M – 547
2024
Q2 		$9.42M Hold
145,008
– – 0.2% 121
2024
Q1 		$9.42M Hold
145,008
– – 0.2% 120
2023
Q4 		$8.66M Buy
+145,008
New +$8.85M 0.21% 121
2023
Q1 		– Sell
-282
Closed -$17.8K – 556
2022
Q4 		$17.8K Hold
282
– – ﹤0.01% 462
2022
Q3 		$17K Buy
+282
New +$18.1K ﹤0.01% 458
2021
Q1 		– Sell
-43
Closed – – 455
2020
Q4 		$0 Hold
43
– – ﹤0.01% 458
2020
Q3 		$0 Hold
43
– – ﹤0.01% 449
2020
Q2 		$1K Hold
43
– – ﹤0.01% 432
2020
Q1 		$0 Hold
43
– – ﹤0.01% 468
2019
Q4 		$2K Buy
+43
New +$1.72K ﹤0.01% 464
2019
Q3 		– Sell
-4,407
Closed -$222K – 356
2019
Q2 		$222K Sell
4,407
-330
-7% -$18.6K 0.02% 323
2019
Q1 		$314K Sell
4,737
-356
-7% -$23.5K 0.03% 271
2018
Q4 		$313K Sell
5,093
-592
-10% -$41.6K 0.03% 262
2018
Q3 		$468K Buy
5,685
+27
+0.5% +$2.18K 0.04% 242
2018
Q2 		$473K Buy
5,658
+1,518
+37% +$121K 0.04% 228
2018
Q1 		$269K Sell
4,140
-1,953
-32% -$137K 0.03% 272
2017
Q4 		$449K Buy
+6,093
New +$414K 0.05% 218
2017
Q3 		– Sell
-1,509
Closed -$91K – 408
2017
Q2 		$91K Sell
1,509
-1,666
-52% -$102K 0.01% 308
2017
Q1 		$201K Buy
+3,175
New +$211K 0.04% 240

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

Pinnacle Financial Partners (Tennessee)'s OXY Position: Q3 2024 in Review

Pinnacle Financial Partners (Tennessee) sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 145,008 shares — an estimated $9.42M sold.

Pinnacle Financial Partners (Tennessee) first reported a position in OXY in Q1 2017 and held it in 19 quarters. The position peaked at $9.42M in Q2 2024. 1,206 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 145,008 Occidental Petroleum shares in Q3 2024, an estimated $9.42M.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Occidental Petroleum in Q1 2017 and held it in 19 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Occidental Petroleum position peaked at $9.42M in Q2 2024.
  • 1,206 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2024, filed 5 Nov 2024.