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Sutton Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Sutton Wealth 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
Q3 		$21.4K Hold
330
– – 0.01% 351
2023
Q2 		$19.4K Sell
330
-21
-6% -$1.26K 0.01% 356
2023
Q1 		$21.9K Sell
351
-9
-3% -$559 0.01% 300
2022
Q4 		$22.7K Hold
360
– – 0.01% 649
2022
Q3 		$22.1K Hold
360
– – 0.01% 629
2022
Q2 		$21.2K Buy
360
+66
+22% +$4.05K 0.01% 656
2022
Q1 		$16.7K Buy
294
+9
+3% +$398 0.01% 774
2021
Q4 		$8.26K Hold
285
– – ﹤0.01% 990
2021
Q3 		$8.43K Buy
285
+8
+3% +$214 ﹤0.01% 964
2021
Q2 		$8.66K Buy
277
+12
+5% +$322 ﹤0.01% 950
2021
Q1 		$7.05K Buy
265
+24
+10% +$600 ﹤0.01% 955
2020
Q4 		$4.17K Buy
241
+5
+2% +$69 ﹤0.01% 1010
2020
Q3 		$2.36K Sell
236
-33
-12% -$465 ﹤0.01% 1055
2020
Q2 		$4.92K Buy
269
+67
+33% +$1.05K ﹤0.01% 895
2020
Q1 		$2.34K Buy
202
+121
+149% +$3.97K ﹤0.01% 1018
2019
Q4 		$3.34K Sell
81
-95
-54% -$3.81K ﹤0.01% 998
2019
Q3 		$7.83K Buy
176
+108
+159% +$5.11K ﹤0.01% 859
2019
Q2 		$3.42K Sell
68
-75
-52% -$4.22K ﹤0.01% 978
2019
Q1 		$9.47K Buy
143
+12
+9% +$791 0.01% 793
2018
Q4 		$8.04K Buy
131
+14
+12% +$984 0.01% 792
2018
Q3 		$9.61K Hold
117
– – 0.01% 792
2018
Q2 		$9.79K Hold
117
– – 0.01% 835
2018
Q1 		$7.6K Sell
117
-153
-57% -$10.7K 0.01% 873
2017
Q4 		$19.9K Sell
270
-36
-12% -$2.44K 0.01% 558
2017
Q3 		$19.6K Hold
306
– – 0.02% 550
2017
Q2 		$18.3K Buy
306
+32
+12% +$1.96K 0.01% 561
2017
Q1 		$17.4K Sell
274
-20
-7% -$1.33K 0.01% 563
2016
Q4 		$20.9K Hold
294
– – 0.02% 479
2016
Q3 		$21.4K Hold
294
– – 0.02% 444
2016
Q2 		$22.2K Hold
294
– – 0.02% 419
2016
Q1 		$20.1K Buy
+294
New +$19.7K 0.02% 439

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sutton Wealth Advisors's OXY Position: Q3 2023 in Review

Sutton Wealth Advisors held its Occidental Petroleum (OXY) position steady in Q3 2023 at 330 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #351.

Sutton Wealth Advisors first reported a position in OXY in Q1 2016 and has held it in 31 quarters since. The position peaked at $22.7K in Q4 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • Sutton Wealth Advisors held 330 shares of Occidental Petroleum worth $21.4K as of Q3 2023.
  • Sutton Wealth Advisors left its Occidental Petroleum share count unchanged in Q3 2023.
  • Occidental Petroleum made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #351 holding.
  • Sutton Wealth Advisors first reported a position in Occidental Petroleum in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Occidental Petroleum position peaked at $22.7K in Q4 2022.
  • 1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.