Sugarloaf Wealth Management’s Occidental Petroleum OXY Stock Holding History

Sugarloaf Wealth Management’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	-8	Closed	-$504	–	703
2024 Q2	$504	Sell	8 -50	-86%	-$3.21K	﹤0.01%	628
2024 Q1	$3.77K	Hold	58	–	–	﹤0.01%	555
2023 Q4	$3.46K	Hold	58	–	–	﹤0.01%	570
2023 Q3	$3.76K	Hold	58	–	–	﹤0.01%	560
2023 Q2	$3.41K	Hold	58	–	–	﹤0.01%	576
2023 Q1	$3.62K	Hold	58	–	–	﹤0.01%	573
2022 Q4	$3.65K	Hold	58	–	–	﹤0.01%	614
2022 Q3	$5K	Hold	58	–	–	﹤0.01%	625
2022 Q2	$3K	Hold	58	–	–	﹤0.01%	666
2022 Q1	$3K	Hold	58	–	–	﹤0.01%	618
2021 Q4	$2K	Hold	58	–	–	﹤0.01%	679
2021 Q3	$2K	Sell	58 -200	-78%	-$5.34K	﹤0.01%	689
2021 Q2	$8K	Hold	258	–	–	﹤0.01%	531
2021 Q1	$7	Hold	258	–	–	﹤0.01%	552
2020 Q4	$4K	Hold	258	–	–	﹤0.01%	578
2020 Q3	$3K	Sell	258 -51	-17%	-$719	﹤0.01%	582
2020 Q2	$6K	Buy	309 +3	+1%	+$47	﹤0.01%	500
2020 Q1	$4K	Buy	306 +1	+0.3%	+$33	﹤0.01%	543
2019 Q4	$13K	Buy	+305	New	+$12.2K	0.01%	435

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sugarloaf Wealth Management's OXY Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 8 shares — an estimated $504 sold.

Sugarloaf Wealth Management first reported a position in OXY in Q4 2019 and held it in 19 quarters. The position peaked at $13K in Q4 2019. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Sugarloaf Wealth Management reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 8 Occidental Petroleum shares in Q3 2024, an estimated $504.
Sugarloaf Wealth Management first reported a position in Occidental Petroleum in Q4 2019 and held it in 19 quarters.
Sugarloaf Wealth Management's Occidental Petroleum position peaked at $13K in Q4 2019.
1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.