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Prosperity Wealth Management’s Occidental Petroleum OXY Stock Holding History

Prosperity 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
2023
Q2 		– Sell
-9,600
Closed -$599K – 183
2023
Q1 		$599K Buy
+9,600
New +$596K 0.47% 40

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

Prosperity Wealth Management's OXY Position: Q3 2024 in Review

Prosperity Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 6,636 shares — an estimated $418K sold.

Prosperity Wealth Management first reported a position in OXY in Q1 2023 and held it in 3 quarters. The position peaked at $1.22M in Q2 2023. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Prosperity Wealth Management reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 6,636 Occidental Petroleum shares in Q3 2024, an estimated $418K.
  • Prosperity Wealth Management first reported a position in Occidental Petroleum in Q1 2023 and held it in 3 quarters.
  • Prosperity Wealth Management's Occidental Petroleum position peaked at $1.22M in Q2 2023.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Prosperity Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.