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TFO Wealth Partners’s Occidental Petroleum OXY Stock Holding History

TFO Wealth 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
Q2 		– Sell
-31
Closed -$2.02K – 561
2024
Q1 		$2.02K Hold
31
– – ﹤0.01% 120
2023
Q4 		$1.85K Hold
31
– – ﹤0.01% 138
2023
Q3 		$1.82K Hold
31
– – ﹤0.01% 213
2023
Q2 		$1.82K Hold
31
– – ﹤0.01% 185
2023
Q1 		$1.94K Sell
31
-9
-23% -$559 ﹤0.01% 148
2022
Q4 		$5.27K Buy
+40
New +$2.72K ﹤0.01% 163
2022
Q3 		– Sell
-14
Closed -$1K – 387
2022
Q2 		$1K Buy
+14
New +$860 ﹤0.01% 449

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

TFO Wealth Partners's OXY Position: Q2 2024 in Review

TFO Wealth Partners sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 31 shares — an estimated $2.02K sold.

TFO Wealth Partners first reported a position in OXY in Q2 2022 and held it in 7 quarters. The position peaked at $5.27K in Q4 2022. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • TFO Wealth Partners reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 31 Occidental Petroleum shares in Q2 2024, an estimated $2.02K.
  • TFO Wealth Partners first reported a position in Occidental Petroleum in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Occidental Petroleum position peaked at $5.27K in Q4 2022.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.