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SAM
SignalPoint Asset Management’s
Occidental Petroleum
OXY
Stock Holding History
SignalPoint Asset Management’s Portfolio
OXY Stock Details
OXY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
$798K
Buy
16,158
+5,737
+55%
+$290K
0.19%
96
2024
Q3
$532K
Buy
10,421
+161
+2%
+$9.19K
0.12%
146
2024
Q2
$647K
Buy
10,260
+410
+4%
+$26.3K
0.17%
121
2024
Q1
$640K
Buy
9,850
+1,300
+15%
+$77.6K
0.18%
125
2023
Q4
$510K
Hold
8,550
–
–
0.15%
131
2023
Q3
$555K
Hold
8,550
–
–
0.18%
114
2023
Q2
$503K
Hold
8,550
–
–
0.15%
126
2023
Q1
$534K
Hold
8,550
–
–
0.17%
117
2022
Q4
$539K
Hold
8,550
–
–
0.19%
114
2022
Q3
$525K
Hold
8,550
–
–
0.2%
101
2022
Q2
$503K
Sell
8,550
-500
-6%
-$30.7K
0.18%
114
2022
Q1
$513K
Buy
+9,050
New
+$400K
0.16%
123
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$6.9T AUM
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BlackRock
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$5.7T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Koshinski Asset Management
Decatur, Illinois
$1.6B AUM
20.7%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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