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TriaGen Wealth Management’s Occidental Petroleum OXY Stock Holding History

TriaGen 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
2023
Q3 		– Sell
-22,901
Closed -$1.35M – 169
2023
Q2 		$1.35M Sell
22,901
-200
-0.9% -$12K 0.62% 57
2023
Q1 		$1.44M Hold
23,101
– – 0.72% 48
2022
Q4 		$1.46M Sell
23,101
-9,418
-29% -$641K 0.81% 38
2022
Q3 		$2M Sell
32,519
-9,310
-22% -$596K 1.1% 25
2022
Q2 		$2.46M Buy
41,829
+8,858
+27% +$544K 1.75% 13
2022
Q1 		$1.87M Buy
32,971
+25,513
+342% +$1.13M 0.97% 36
2021
Q4 		$216K Buy
+7,458
New +$234K 0.11% 171

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TriaGen Wealth Management's OXY Position: Q3 2023 in Review

TriaGen Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2023, closing a stake of 22,901 shares — an estimated $1.35M sold.

TriaGen Wealth Management first reported a position in OXY in Q4 2021 and held it in 7 quarters. The position peaked at $2.46M in Q2 2022. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • TriaGen Wealth Management reported no remaining Occidental Petroleum position as of Q3 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 22,901 Occidental Petroleum shares in Q3 2023, an estimated $1.35M.
  • TriaGen Wealth Management first reported a position in Occidental Petroleum in Q4 2021 and held it in 7 quarters.
  • TriaGen Wealth Management's Occidental Petroleum position peaked at $2.46M in Q2 2022.
  • 1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on TriaGen Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.