WealthPLAN Partners’s Occidental Petroleum OXY Stock Holding History

WealthPLAN Partners’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	-27,914	Closed	-$1.76M	–	284
2024 Q2	$1.76M	Buy	27,914 +15,508	+125%	+$995K	0.19%	116
2024 Q1	$806K	Buy	+12,406	New	+$741K	0.08%	162
2023 Q3	–	Sell	-1,994	Closed	-$117K	–	881
2023 Q2	$117K	Sell	1,994 -1,134	-36%	-$68K	0.02%	372
2023 Q1	$195K	Hold	3,128	–	–	0.02%	306
2022 Q4	$208K	Buy	+3,128	New	+$213K	0.01%	370
2018 Q3	–	Sell	-2,413	Closed	-$202K	–	280
2018 Q2	$202K	Buy	+2,413	New	+$193K	0.04%	247
2016 Q3	$55.1K	Sell	758 -797	-51%	-$59.7K	0.02%	318
2016 Q2	$57.3K	Buy	+1,555	New	+$116K	0.01%	846
2015 Q4	$50.1K	Buy	+2,224	New	+$160K	0.01%	623
2015 Q2	$40K	Hold	521	–	–	0.02%	198
2015 Q1	$38K	Buy	+521	New	+$40.3K	0.02%	268

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's OXY Position: Q3 2024 in Review

WealthPLAN Partners sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 27,914 shares — an estimated $1.76M sold.

WealthPLAN Partners first reported a position in OXY in Q1 2015 and held it in 11 quarters. The position peaked at $1.76M in Q2 2024. 1,207 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

WealthPLAN Partners reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
WealthPLAN Partners sold 27,914 Occidental Petroleum shares in Q3 2024, an estimated $1.76M.
WealthPLAN Partners first reported a position in Occidental Petroleum in Q1 2015 and held it in 11 quarters.
WealthPLAN Partners's Occidental Petroleum position peaked at $1.76M in Q2 2024.
1,207 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.