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Regal Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Regal 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
-3,173
Closed -$200K – 553
2024
Q2 		$200K Sell
3,173
-1,242
-28% -$79.6K 0.01% 551
2024
Q1 		$287K Buy
+4,415
New +$264K 0.02% 471
2023
Q4 		– Sell
-3,903
Closed -$253K – 557
2023
Q3 		$253K Sell
3,903
-149
-4% -$9.38K 0.02% 421
2023
Q2 		$238K Buy
4,052
+700
+21% +$42K 0.02% 448
2023
Q1 		$209K Buy
3,352
+51
+2% +$3.17K 0.02% 475
2022
Q4 		$208K Sell
3,301
-105
-3% -$7.15K 0.02% 448
2022
Q3 		$209K Sell
3,406
-100
-3% -$6.4K 0.02% 436
2022
Q2 		$206K Buy
+3,506
New +$215K 0.02% 456
2015
Q4 		– Sell
-677
Closed -$44K – 692
2015
Q3 		$44K Buy
677
+150
+28% +$10.5K 0.01% 449
2015
Q2 		$40K Hold
527
– – 0.01% 453
2015
Q1 		$38K Buy
527
+401
+318% +$31K 0.01% 462
2014
Q4 		$10K Sell
126
-215
-63% -$17.8K ﹤0.01% 636
2014
Q3 		$31K Buy
341
+129
+61% +$12.4K 0.01% 483
2014
Q2 		$21K Hold
212
– – 0.01% 536
2014
Q1 		$19K Hold
212
– – 0.01% 522
2013
Q4 		$19K Sell
212
-606
-74% -$55.3K 0.01% 464
2013
Q3 		$73K Buy
818
+1
+0.1% +$86 0.04% 265
2013
Q2 		$71K Buy
+817
New +$69K 0.04% 264

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

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

Regal Investment Advisors sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 3,173 shares — an estimated $200K sold.

Regal Investment Advisors first reported a position in OXY in Q2 2013 and held it in 18 quarters. The position peaked at $287K in Q1 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Regal Investment Advisors reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 3,173 Occidental Petroleum shares in Q3 2024, an estimated $200K.
  • Regal Investment Advisors first reported a position in Occidental Petroleum in Q2 2013 and held it in 18 quarters.
  • Regal Investment Advisors's Occidental Petroleum position peaked at $287K in Q1 2024.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.