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Sage Mountain Advisors’s Occidental Petroleum OXY Stock Holding History

Sage Mountain 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
-3,441
Closed -$217K – 495
2024
Q2 		$217K Sell
3,441
-544
-14% -$34.9K 0.02% 320
2024
Q1 		$259K Buy
3,985
+35
+0.9% +$2.09K 0.03% 267
2023
Q4 		$236K Buy
3,950
+106
+3% +$6.47K 0.03% 235
2023
Q3 		$249K Buy
+3,844
New +$242K 0.03% 210
2023
Q2 		– Sell
-3,284
Closed -$205K – 370
2023
Q1 		$205K Buy
+3,284
New +$204K 0.03% 232

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

Sage Mountain Advisors's OXY Position: Q3 2024 in Review

Sage Mountain Advisors sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 3,441 shares — an estimated $217K sold.

Sage Mountain Advisors first reported a position in OXY in Q1 2023 and held it in 5 quarters. The position peaked at $259K in Q1 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Sage Mountain Advisors reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 3,441 Occidental Petroleum shares in Q3 2024, an estimated $217K.
  • Sage Mountain Advisors first reported a position in Occidental Petroleum in Q1 2023 and held it in 5 quarters.
  • Sage Mountain Advisors's Occidental Petroleum position peaked at $259K in Q1 2024.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Sage Mountain Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.