RJA
OXY icon

Raymond James & Associates’s Occidental Petroleum OXY Stock Holding History

Raymond James & Associates’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
2022
Q3 		– Sell
-25,000
Closed -$6K – 4090
2022
Q2 		$6K Sell
25,000
-55,000
-69% -$3.38M ﹤0.01% 3963
2022
Q1 		$88K Buy
+80,000
New +$3.54M ﹤0.01% 3850

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

Raymond James & Associates's OXY Position: Q3 2024 in Review

Raymond James & Associates increased its Occidental Petroleum (OXY) stake by 6.4% in Q3 2024, buying an estimated $3.48M and bringing the position to 1,012,177 shares worth $52.2M. The position accounts for 0.03% of the portfolio, ranked #428.

Raymond James & Associates first reported a position in OXY in Q2 2013 and has held it in 46 quarters since. The position peaked at $246M in Q4 2017. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Raymond James & Associates held 1,012,177 shares of Occidental Petroleum worth $52.2M as of Q3 2024.
  • Raymond James & Associates bought 61,068 Occidental Petroleum shares in Q3 2024, an estimated $3.48M.
  • Occidental Petroleum made up 0.03% of Raymond James & Associates's portfolio in Q3 2024, its #428 holding.
  • Raymond James & Associates first reported a position in Occidental Petroleum in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's Occidental Petroleum position peaked at $246M in Q4 2017.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.