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Sheaff Brock Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Sheaff Brock Investment 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
Q2 		– Sell
-21,940
Closed -$1.43M – 500
2024
Q1 		$1.43M Sell
21,940
-502
-2% -$30K 0.09% 142
2023
Q4 		$1.34M Buy
22,442
+51
+0.2% +$3.11K 0.1% 138
2023
Q3 		$1.45M Sell
22,391
-788
-3% -$49.6K 0.13% 120
2023
Q2 		$1.36M Sell
23,179
-260
-1% -$15.6K 0.11% 132
2023
Q1 		$1.46M Buy
23,439
+10,058
+75% +$625K 0.13% 124
2022
Q4 		$843K Buy
13,381
+9,757
+269% +$664K 0.08% 187
2022
Q3 		$223K Sell
3,624
-106
-3% -$6.79K 0.02% 390
2022
Q2 		$220K Buy
+3,730
New +$229K 0.02% 398
2020
Q1 		– Sell
-6,227
Closed -$205K – 473
2019
Q4 		$257K Sell
6,227
-224
-3% -$8.97K 0.03% 365
2019
Q3 		$287K Buy
6,451
+2,021
+46% +$95.5K 0.03% 346
2019
Q2 		$223K Buy
4,430
+557
+14% +$31.3K 0.02% 400
2019
Q1 		$256K Buy
3,873
+306
+9% +$20.2K 0.03% 376
2018
Q4 		$219K Sell
3,567
-2,594
-42% -$182K 0.03% 379
2018
Q3 		$506K Buy
6,161
+1,967
+47% +$159K 0.05% 263
2018
Q2 		$351K Sell
4,194
-1,248
-23% -$99.7K 0.03% 329
2018
Q1 		$354K Buy
5,442
+5
+0.1% +$350 0.04% 324
2017
Q4 		$401K Sell
5,437
-514
-9% -$34.9K 0.05% 294
2017
Q3 		$382K Buy
5,951
+10
+0.2% +$609 0.05% 307
2017
Q2 		$356K Sell
5,941
-17,543
-75% -$1.07M 0.05% 350
2017
Q1 		$1.49M Buy
23,484
+18,689
+390% +$1.24M 0.19% 108
2016
Q4 		$342K Sell
4,795
-16,723
-78% -$1.19M 0.04% 361
2016
Q3 		$1.57M Sell
21,518
-42
-0.2% -$3.14K 0.21% 101
2016
Q2 		$1.63M Buy
21,560
+11,806
+121% +$882K 0.21% 98
2016
Q1 		$667K Sell
9,754
-57
-0.6% -$3.82K 0.08% 233
2015
Q4 		$662K Buy
+9,811
New +$706K 0.08% 261

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

Sheaff Brock Investment Advisors's OXY Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 21,940 shares — an estimated $1.43M sold.

Sheaff Brock Investment Advisors first reported a position in OXY in Q4 2015 and held it in 25 quarters. The position peaked at $1.63M in Q2 2016. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • Sheaff Brock Investment Advisors reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 21,940 Occidental Petroleum shares in Q2 2024, an estimated $1.43M.
  • Sheaff Brock Investment Advisors first reported a position in Occidental Petroleum in Q4 2015 and held it in 25 quarters.
  • Sheaff Brock Investment Advisors's Occidental Petroleum position peaked at $1.63M in Q2 2016.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.