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
2023 Q1	–	Sell	-10,000	Closed	-$630K	–	539
2022 Q4	$630K	Buy	+10,000	New	+$681K	0.06%	213
2022 Q3	–	Hold	0	–	–	–	211
2022 Q2	–	Sell	-10,000	Closed	-$614K	–	219
2022 Q1	$567K	Hold	10,000	–	–	0.04%	260
2021 Q4	$290K	Sell	10,000 -10,000	-50%	-$314K	0.02%	393
2021 Q3	$296K	Hold	20,000	–	–	0.02%	384
2021 Q2	$313K	Buy	+20,000	New	+$536K	0.02%	356
2020 Q3	–	Sell	-10,000	Closed	-$183K	–	490
2020 Q2	$183K	Hold	10,000	–	–	0.02%	392
2020 Q1	$116K	Hold	10,000	–	–	0.02%	370
2019 Q4	$412K	Buy	+10,000	New	+$401K	0.04%	277

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 $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return

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. 1,220 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.
1,220 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.