Sweet Financial Partners’s Occidental Petroleum OXY Stock Holding History

Sweet Financial Partners’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	$466K	Hold	9,035	–	–	0.1%	130
2024 Q2	$569K	Hold	9,035	–	–	0.13%	110
2024 Q1	$587K	Hold	9,035	–	–	0.14%	114
2023 Q4	$539K	Hold	9,035	–	–	0.13%	113
2023 Q3	$586K	Hold	9,035	–	–	0.16%	92
2023 Q2	$531K	Hold	9,035	–	–	0.14%	104
2023 Q1	$564K	Sell	9,035 -4,000	-31%	-$249K	0.16%	97
2022 Q4	$821K	Buy	13,035 +48	+0.4%	+$3.27K	0.24%	61
2022 Q3	$798K	Sell	12,987 -52	-0.4%	-$3.33K	0.25%	57
2022 Q2	$768K	Sell	13,039 -4,607	-26%	-$283K	0.24%	61
2022 Q1	$1M	Buy	+17,646	New	+$780K	0.27%	47

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sweet Financial Partners's OXY Position: Q3 2024 in Review

Sweet Financial Partners held its Occidental Petroleum (OXY) position steady in Q3 2024 at 9,035 shares worth $466K. The position accounts for 0.1% of the portfolio, ranked #130.

Sweet Financial Partners first reported a position in OXY in Q1 2022 and has held it in 11 quarters since. The position peaked at $1M in Q1 2022. 1,208 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Sweet Financial Partners held 9,035 shares of Occidental Petroleum worth $466K as of Q3 2024.
Sweet Financial Partners left its Occidental Petroleum share count unchanged in Q3 2024.
Occidental Petroleum made up 0.1% of Sweet Financial Partners's portfolio in Q3 2024, its #130 holding.
Sweet Financial Partners first reported a position in Occidental Petroleum in Q1 2022 and has held it in 11 quarters since.
Sweet Financial Partners's Occidental Petroleum position peaked at $1M in Q1 2022.
1,208 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.