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Raymond James Financial Services Advisors’s Occidental Petroleum OXY Stock Holding History

Raymond James Financial Services Advisors’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
-36,700
Closed -$128K – 3372
2022
Q2 		$128K Buy
+36,700
New +$2.25M ﹤0.01% 2975

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 Financial Services Advisors's OXY Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Occidental Petroleum (OXY) stake by 1% in Q3 2024, selling an estimated $342K and leaving 582,510 shares worth $30M. The position accounts for 0.04% of the portfolio, ranked #404.

Raymond James Financial Services Advisors first reported a position in OXY in Q2 2013 and has held it in 45 quarters since. The position peaked at $43.5M in Q1 2024. 1,206 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Raymond James Financial Services Advisors held 582,510 shares of Occidental Petroleum worth $30M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 5,998 Occidental Petroleum shares in Q3 2024, an estimated $342K.
  • Occidental Petroleum made up 0.04% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #404 holding.
  • Raymond James Financial Services Advisors first reported a position in Occidental Petroleum in Q2 2013 and has held it in 45 quarters since.
  • Raymond James Financial Services Advisors's Occidental Petroleum position peaked at $43.5M in Q1 2024.
  • 1,206 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.