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Realta Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-17,339
Closed -$1.09M – 639
2024
Q2 		$1.09M Sell
17,339
-301
-2% -$19.3K 0.21% 111
2024
Q1 		$1.15M Buy
17,640
+2,715
+18% +$162K 0.24% 106
2023
Q4 		$891K Sell
14,925
-757
-5% -$46.2K 0.2% 131
2023
Q3 		$922K Hold
15,682
– – 0.21% 114
2023
Q2 		$922K Buy
15,682
+4,862
+45% +$292K 0.2% 119
2023
Q1 		$675K Sell
10,820
-3,205
-23% -$199K 0.16% 144
2022
Q4 		$883K Buy
14,025
+5,352
+62% +$364K 0.22% 119
2022
Q3 		$533K Buy
8,673
+657
+8% +$42.1K 0.14% 181
2022
Q2 		$484K Buy
8,016
+868
+12% +$53.3K 0.12% 193
2022
Q1 		$406K Buy
+7,148
New +$316K 0.08% 250
2020
Q1 		– Sell
-5,738
Closed -$227K – 1054
2019
Q4 		$227K Sell
5,738
-276
-5% -$11.1K 0.06% 309
2019
Q3 		$265K Sell
6,014
-1,373
-19% -$64.9K 0.07% 275
2019
Q2 		$377K Buy
7,387
+1,354
+22% +$76.2K 0.1% 217
2019
Q1 		$398K Buy
+6,033
New +$398K 0.18% 163

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

Realta Investment Advisors's OXY Position: Q3 2024 in Review

Realta Investment Advisors sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 17,339 shares — an estimated $1.09M sold.

Realta Investment Advisors first reported a position in OXY in Q1 2019 and held it in 14 quarters. The position peaked at $1.15M in Q1 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Realta Investment Advisors reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 17,339 Occidental Petroleum shares in Q3 2024, an estimated $1.09M.
  • Realta Investment Advisors first reported a position in Occidental Petroleum in Q1 2019 and held it in 14 quarters.
  • Realta Investment Advisors's Occidental Petroleum position peaked at $1.15M in Q1 2024.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.