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Premier Path Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Premier Path Wealth Partners’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
-5,334
Closed -$336K – 381
2024
Q2 		$336K Buy
5,334
+575
+12% +$36.9K 0.06% 277
2024
Q1 		$303K Buy
4,759
+137
+3% +$8.18K 0.06% 272
2023
Q4 		$276K Buy
+4,622
New +$282K 0.06% 276

Other funds holding OXY

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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

Premier Path Wealth Partners's OXY Position: Q3 2024 in Review

Premier Path Wealth Partners sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 5,334 shares — an estimated $336K sold.

Premier Path Wealth Partners first reported a position in OXY in Q4 2023 and held it in 3 quarters. The position peaked at $336K in Q2 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Premier Path Wealth Partners reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Premier Path Wealth Partners sold 5,334 Occidental Petroleum shares in Q3 2024, an estimated $336K.
  • Premier Path Wealth Partners first reported a position in Occidental Petroleum in Q4 2023 and held it in 3 quarters.
  • Premier Path Wealth Partners's Occidental Petroleum position peaked at $336K in Q2 2024.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Premier Path Wealth Partners's 13F filing for Q3 2024, filed 15 Oct 2024.