VitalStone Financial’s Occidental Petroleum OXY Stock Holding History

VitalStone Financial’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	$16.4K	Hold	318	–	–	0.01%	236
2024 Q2	$20K	Buy	318 +2	+0.6%	+$128	0.01%	225
2024 Q1	$21K	Sell	316 -146	-32%	-$8.72K	0.02%	224
2023 Q4	$28K	Sell	462 -260	-36%	-$15.9K	0.02%	197
2023 Q3	$44K	Sell	722 -40,774	-98%	-$2.57M	0.04%	140
2023 Q2	$2.55M	Buy	41,496 +41,481	+276,540%	+$2.49M	1.43%	8
2023 Q1	$0	Sell	15 -23,065	-100%	-$1.43M	﹤0.01%	462
2022 Q4	$1.46M	Buy	+23,080	New	+$1.57M	1%	20

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VitalStone Financial's OXY Position: Q3 2024 in Review

VitalStone Financial held its Occidental Petroleum (OXY) position steady in Q3 2024 at 318 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #236.

VitalStone Financial first reported a position in OXY in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.55M in Q2 2023. 1,206 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

VitalStone Financial held 318 shares of Occidental Petroleum worth $16.4K as of Q3 2024.
VitalStone Financial left its Occidental Petroleum share count unchanged in Q3 2024.
Occidental Petroleum made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #236 holding.
VitalStone Financial first reported a position in Occidental Petroleum in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Occidental Petroleum position peaked at $2.55M in Q2 2023.
1,206 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.