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ViaWealth’s Occidental Petroleum OXY Stock Holding History

ViaWealth’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
-3,500
Closed -$227K – 157
2024
Q1 		$227K Sell
3,500
-49
-1% -$2.93K 0.14% 145
2023
Q4 		$212K Sell
3,549
-634
-15% -$38.7K 0.15% 147
2023
Q3 		$271K Sell
4,183
-507
-11% -$31.9K 0.2% 137
2023
Q2 		$276K Sell
4,690
-257
-5% -$15.4K 0.21% 129
2023
Q1 		$309K Sell
4,947
-598
-11% -$37.2K 0.24% 122
2022
Q4 		$355K Buy
+5,545
New +$378K 0.29% 117

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

ViaWealth's OXY Position: Q2 2024 in Review

ViaWealth sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 3,500 shares — an estimated $227K sold.

ViaWealth first reported a position in OXY in Q4 2022 and held it in 6 quarters. The position peaked at $355K in Q4 2022. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • ViaWealth reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • ViaWealth sold 3,500 Occidental Petroleum shares in Q2 2024, an estimated $227K.
  • ViaWealth first reported a position in Occidental Petroleum in Q4 2022 and held it in 6 quarters.
  • ViaWealth's Occidental Petroleum position peaked at $355K in Q4 2022.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on ViaWealth's 13F filing for Q2 2024, filed 12 Aug 2024.