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Triad Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Triad 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
Q3 		– Sell
-328
Closed -$20.7K – 639
2024
Q2 		$20.7K Buy
+328
New +$21K 0.01% 339

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Vanguard Group
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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Triad Wealth Partners's OXY Position: Q3 2024 in Review

Triad Wealth Partners sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 328 shares — an estimated $20.7K sold.

Triad Wealth Partners first reported a position in OXY in Q2 2024 and held it in 1 quarter. The position peaked at $20.7K in Q2 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Triad Wealth Partners reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 328 Occidental Petroleum shares in Q3 2024, an estimated $20.7K.
  • Triad Wealth Partners first reported a position in Occidental Petroleum in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Occidental Petroleum position peaked at $20.7K in Q2 2024.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.