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RMR Wealth Builders’s Occidental Petroleum OXY Stock Holding History

RMR Wealth Builders’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
-5,110
Closed -$322K – 270
2024
Q2 		$322K Sell
5,110
-152
-3% -$9.75K 0.04% 190
2024
Q1 		$342K Buy
+5,262
New +$314K 0.04% 198
2021
Q2 		– Sell
-310
Closed -$8K – 524
2021
Q1 		$8K Buy
+310
New +$7.75K ﹤0.01% 621

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

RMR Wealth Builders's OXY Position: Q3 2024 in Review

RMR Wealth Builders sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 5,110 shares — an estimated $322K sold.

RMR Wealth Builders first reported a position in OXY in Q1 2021 and held it in 3 quarters. The position peaked at $342K in Q1 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • RMR Wealth Builders reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • RMR Wealth Builders sold 5,110 Occidental Petroleum shares in Q3 2024, an estimated $322K.
  • RMR Wealth Builders first reported a position in Occidental Petroleum in Q1 2021 and held it in 3 quarters.
  • RMR Wealth Builders's Occidental Petroleum position peaked at $342K in Q1 2024.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on RMR Wealth Builders's 13F filing for Q3 2024, filed 21 Oct 2024.