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Tradition Wealth Management’s Occidental Petroleum OXY Stock Holding History

Tradition 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
Q1 		– Sell
-838
Closed -$50K – 941
2023
Q4 		$50K Buy
838
+51
+6% +$3.11K 0.01% 628
2023
Q3 		$51K Buy
787
+280
+55% +$17.6K 0.01% 599
2023
Q2 		$30K Buy
507
+321
+173% +$19.3K ﹤0.01% 772
2023
Q1 		$12K Buy
186
+58
+45% +$3.6K ﹤0.01% 968
2022
Q4 		$8K Buy
128
+3
+2% +$204 ﹤0.01% 951
2022
Q3 		$8K Buy
125
+5
+4% +$320 ﹤0.01% 981
2022
Q2 		$7K Hold
120
– – ﹤0.01% 901
2022
Q1 		$7K Sell
120
-9
-7% -$398 ﹤0.01% 973
2021
Q4 		$4K Sell
129
-112
-46% -$3.52K ﹤0.01% 1095
2021
Q3 		$7K Hold
241
– – ﹤0.01% 979
2021
Q2 		$8K Buy
+241
New +$6.46K ﹤0.01% 987
2021
Q1 		– Sell
-232
Closed -$4K – 959
2020
Q4 		$4K Buy
+232
New +$3.18K ﹤0.01% 876

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
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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Tradition Wealth Management's OXY Position: Q1 2024 in Review

Tradition Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 838 shares — an estimated $50K sold.

Tradition Wealth Management first reported a position in OXY in Q4 2020 and held it in 12 quarters. The position peaked at $51K in Q3 2023. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • Tradition Wealth Management reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 838 Occidental Petroleum shares in Q1 2024, an estimated $50K.
  • Tradition Wealth Management first reported a position in Occidental Petroleum in Q4 2020 and held it in 12 quarters.
  • Tradition Wealth Management's Occidental Petroleum position peaked at $51K in Q3 2023.
  • 1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.