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Strategic Financial Concepts’s Occidental Petroleum OXY Stock Holding History

Strategic Financial Concepts’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
-83,604
Closed -$1.39K – 562
2024
Q2 		$1.39K Buy
+83,604
New +$5.36M ﹤0.01% 583

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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

Strategic Financial Concepts's OXY Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 83,604 shares — an estimated $1.39K sold.

Strategic Financial Concepts first reported a position in OXY in Q2 2024 and held it in 1 quarter. The position peaked at $1.39K in Q2 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 83,604 Occidental Petroleum shares in Q3 2024, an estimated $1.39K.
  • Strategic Financial Concepts first reported a position in Occidental Petroleum in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Occidental Petroleum position peaked at $1.39K in Q2 2024.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.