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Resurgent Financial Advisors’s Occidental Petroleum OXY Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-512
Closed -$30.6K – 395
2023
Q4 		$30.6K Sell
512
-1
-0.2% -$61 0.02% 420
2023
Q3 		$33.3K Hold
513
– – 0.02% 394
2023
Q2 		$30.2K Buy
513
+5
+1% +$300 0.02% 427
2023
Q1 		$31.7K Sell
508
-41
-7% -$2.55K 0.02% 409
2022
Q4 		$34.6K Buy
+549
New +$37.4K 0.02% 506

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Resurgent Financial Advisors's OXY Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 512 shares — an estimated $30.6K sold.

Resurgent Financial Advisors first reported a position in OXY in Q4 2022 and held it in 5 quarters. The position peaked at $34.6K in Q4 2022. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 512 Occidental Petroleum shares in Q1 2024, an estimated $30.6K.
  • Resurgent Financial Advisors first reported a position in Occidental Petroleum in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Occidental Petroleum position peaked at $34.6K in Q4 2022.
  • 1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.