Ritholtz Wealth Management’s Occidental Petroleum OXY Stock Holding History

Ritholtz Wealth Management’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	-7,241	Closed	-$456K	–	901
2024 Q2	$456K	Sell	7,241 -1,757	-20%	-$113K	0.02%	555
2024 Q1	$585K	Sell	8,998 -919	-9%	-$54.9K	0.02%	490
2023 Q4	$592K	Sell	9,917 -1,339	-12%	-$81.7K	0.02%	451
2023 Q3	$730K	Buy	11,256 +1,619	+17%	+$102K	0.03%	364
2023 Q2	$567K	Buy	+9,637	New	+$578K	0.03%	405
2022 Q4	–	Sell	-9,457	Closed	-$581K	–	697
2022 Q3	$581K	Buy	+9,457	New	+$605K	0.03%	361

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

Ritholtz Wealth Management's OXY Position: Q3 2024 in Review

Ritholtz Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 7,241 shares — an estimated $456K sold.

Ritholtz Wealth Management first reported a position in OXY in Q3 2022 and held it in 6 quarters. The position peaked at $730K in Q3 2023. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Ritholtz Wealth Management reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
Ritholtz Wealth Management sold 7,241 Occidental Petroleum shares in Q3 2024, an estimated $456K.
Ritholtz Wealth Management first reported a position in Occidental Petroleum in Q3 2022 and held it in 6 quarters.
Ritholtz Wealth Management's Occidental Petroleum position peaked at $730K in Q3 2023.
1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Ritholtz Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.