Wealth Alliance Advisory Group’s Occidental Petroleum OXY Stock Holding History

Wealth Alliance Advisory Group’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 Q4	–	Sell	-9,191	Closed	-$474K	–	199
2024 Q3	$474K	Buy	9,191 +200	+2%	+$11.4K	0.1%	112
2024 Q2	$567K	Buy	8,991 +1,700	+23%	+$109K	0.13%	98
2024 Q1	$474K	Buy	7,291 +2,600	+55%	+$155K	0.11%	113
2023 Q4	$280K	Buy	4,691 +500	+12%	+$30.5K	0.07%	143
2023 Q3	$272K	Sell	4,191 -4,000	-49%	-$252K	0.08%	140
2023 Q2	$482K	Buy	8,191 +3,325	+68%	+$199K	0.17%	93
2023 Q1	$304K	Sell	4,866 -987	-17%	-$61.3K	0.11%	121
2022 Q4	$369K	Buy	+5,853	New	+$399K	0.14%	94

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Alliance Advisory Group's OXY Position: Q4 2024 in Review

Wealth Alliance Advisory Group sold out of Occidental Petroleum (OXY) in Q4 2024, closing a stake of 9,191 shares — an estimated $474K sold.

Wealth Alliance Advisory Group first reported a position in OXY in Q4 2022 and held it in 8 quarters. The position peaked at $567K in Q2 2024. 1,218 funds tracked by Wall St. Rank hold OXY as of Q4 2024.

Wealth Alliance Advisory Group reported no remaining Occidental Petroleum position as of Q4 2024 after selling out during the quarter.
Wealth Alliance Advisory Group sold 9,191 Occidental Petroleum shares in Q4 2024, an estimated $474K.
Wealth Alliance Advisory Group first reported a position in Occidental Petroleum in Q4 2022 and held it in 8 quarters.
Wealth Alliance Advisory Group's Occidental Petroleum position peaked at $567K in Q2 2024.
1,218 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2024.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2024, filed 15 Jan 2025.