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Western Pacific Wealth Management’s Occidental Petroleum OXY Stock Holding History

Western Pacific Wealth Management’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
-599
Closed -$37.8K – 262
2024
Q2 		$37.8K Buy
+599
New +$38.4K 0.03% 157

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Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Western Pacific Wealth Management's OXY Position: Q3 2024 in Review

Western Pacific Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 599 shares — an estimated $37.8K sold.

Western Pacific Wealth Management first reported a position in OXY in Q2 2024 and held it in 1 quarter. The position peaked at $37.8K in Q2 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

  • Western Pacific Wealth Management reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 599 Occidental Petroleum shares in Q3 2024, an estimated $37.8K.
  • Western Pacific Wealth Management first reported a position in Occidental Petroleum in Q2 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Occidental Petroleum position peaked at $37.8K in Q2 2024.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Western Pacific Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.