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WESPAC Advisors’s Occidental Petroleum OXY Stock Holding History

WESPAC Advisors’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
-4,609
Closed -$300K – 174
2024
Q1 		$300K Sell
4,609
-9,894
-68% -$591K 0.17% 138
2023
Q4 		$866K Sell
14,503
-1,418
-9% -$86.5K 0.6% 54
2023
Q3 		$1.03M Sell
15,921
-22
-0.1% -$1.38K 0.77% 45
2023
Q2 		$937K Sell
15,943
-1,057
-6% -$63.4K 0.75% 48
2023
Q1 		$1.06M Buy
17,000
+2,514
+17% +$156K 1% 37
2022
Q4 		$912K Buy
14,486
+368
+3% +$25.1K 1.58% 17
2022
Q3 		$868K Buy
+14,118
New +$904K 1.17% 29
2022
Q2 		– Sell
-13,412
Closed -$761K – 116
2022
Q1 		$761K Sell
13,412
-3,525
-21% -$156K 0.82% 54
2021
Q4 		$491K Sell
16,937
-875
-5% -$27.5K 0.33% 100
2021
Q3 		$527K Sell
17,812
-1,139
-6% -$30.4K 0.32% 101
2021
Q2 		$593K Sell
18,951
-23,119
-55% -$620K 1.14% 37
2021
Q1 		$1.12M Buy
+42,070
New +$1.05M 0.84% 47
2019
Q2 		– Sell
-40,864
Closed -$2.71M – 136
2019
Q1 		$2.71M Buy
+40,864
New +$2.69M 1.87% 17

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

WESPAC Advisors's OXY Position: Q2 2024 in Review

WESPAC Advisors sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 4,609 shares — an estimated $300K sold.

WESPAC Advisors first reported a position in OXY in Q1 2019 and held it in 13 quarters. The position peaked at $2.71M in Q1 2019. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • WESPAC Advisors reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • WESPAC Advisors sold 4,609 Occidental Petroleum shares in Q2 2024, an estimated $300K.
  • WESPAC Advisors first reported a position in Occidental Petroleum in Q1 2019 and held it in 13 quarters.
  • WESPAC Advisors's Occidental Petroleum position peaked at $2.71M in Q1 2019.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on WESPAC Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.