Ritter Daniher Financial Advisory’s Occidental Petroleum OXY Stock Holding History

Ritter Daniher Financial Advisory’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 Q2	–	Sell	-507	Closed	-$32.9K	–	319
2024 Q1	$32.9K	Sell	507 -1,514	-75%	-$90.4K	0.01%	173
2023 Q4	$121K	Buy	2,021 +5	+0.2%	+$305	0.04%	103
2023 Q3	$131K	Buy	2,016 +6	+0.3%	+$378	0.06%	93
2023 Q2	$118K	Buy	2,010 +6	+0.3%	+$360	0.05%	95
2023 Q1	$125K	Buy	2,004 +753	+60%	+$46.8K	0.06%	89
2022 Q4	$78.8K	Buy	1,251 +1	+0.1%	+$68	0.04%	113
2022 Q3	$77K	Buy	+1,250	New	+$80K	0.06%	97

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ritter Daniher Financial Advisory's OXY Position: Q2 2024 in Review

Ritter Daniher Financial Advisory sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 507 shares — an estimated $32.9K sold.

Ritter Daniher Financial Advisory first reported a position in OXY in Q3 2022 and held it in 7 quarters. The position peaked at $131K in Q3 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

Ritter Daniher Financial Advisory reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 507 Occidental Petroleum shares in Q2 2024, an estimated $32.9K.
Ritter Daniher Financial Advisory first reported a position in Occidental Petroleum in Q3 2022 and held it in 7 quarters.
Ritter Daniher Financial Advisory's Occidental Petroleum position peaked at $131K in Q3 2023.
1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2024, filed 12 Aug 2024.