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Tyler-Stone Wealth Management’s Occidental Petroleum OXY Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-358
Closed -$22.6K – 750
2024
Q2 		$22.6K Buy
358
+100
+39% +$6.41K 0.01% 503
2024
Q1 		$16.8K Hold
258
– – 0.01% 554
2023
Q4 		$15.4K Hold
258
– – 0.01% 555
2023
Q3 		$17K Hold
258
– – 0.01% 512
2023
Q2 		$15K Buy
+258
New +$15.5K 0.01% 533
2022
Q4 		$16K Hold
258
– – 0.01% 480
2022
Q3 		$16K Hold
258
– – 0.01% 467
2022
Q2 		$15K Hold
258
– – 0.01% 494
2022
Q1 		$15K Hold
258
– – 0.01% 503
2021
Q4 		$7K Buy
+258
New +$8.1K ﹤0.01% 659

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
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

Tyler-Stone Wealth Management's OXY Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 358 shares — an estimated $22.6K sold.

Tyler-Stone Wealth Management first reported a position in OXY in Q4 2021 and held it in 10 quarters. The position peaked at $22.6K in Q2 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 358 Occidental Petroleum shares in Q3 2024, an estimated $22.6K.
  • Tyler-Stone Wealth Management first reported a position in Occidental Petroleum in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Occidental Petroleum position peaked at $22.6K in Q2 2024.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.