Redwood Wealth Management Group’s Occidental Petroleum OXY Stock Holding History

Redwood Wealth Management Group’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	-3,483	Closed	-$220K	–	808
2024 Q2	$220K	Buy	3,483 +7	+0.2%	+$449	0.17%	111
2024 Q1	$226K	Sell	3,476 -219	-6%	-$13.1K	0.24%	107
2023 Q4	$221K	Sell	3,695 -623	-14%	-$38K	0.24%	108
2023 Q3	$280K	Sell	4,318 -12	-0.3%	-$755	0.33%	93
2023 Q2	$255K	Buy	4,330 +2	+0%	+$120	0.28%	102
2023 Q1	$270K	Buy	4,328 +1	+0%	+$62	0.31%	98
2022 Q4	$273K	Buy	+4,327	New	+$295K	0.34%	84

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Redwood Wealth Management Group's OXY Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 3,483 shares — an estimated $220K sold.

Redwood Wealth Management Group first reported a position in OXY in Q4 2022 and held it in 7 quarters. The position peaked at $280K in Q3 2023. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Redwood Wealth Management Group reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 3,483 Occidental Petroleum shares in Q3 2024, an estimated $220K.
Redwood Wealth Management Group first reported a position in Occidental Petroleum in Q4 2022 and held it in 7 quarters.
Redwood Wealth Management Group's Occidental Petroleum position peaked at $280K in Q3 2023.
1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

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