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Whalen Wealth Management’s Occidental Petroleum OXY Stock Holding History

Whalen 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
Q2 		– Sell
-16,684
Closed -$1.08M – 132
2024
Q1 		$1.08M Buy
16,684
+1,291
+8% +$77.1K 0.8% 24
2023
Q4 		$919K Buy
+15,393
New +$939K 0.83% 29

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

Whalen Wealth Management's OXY Position: Q2 2024 in Review

Whalen Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 16,684 shares — an estimated $1.08M sold.

Whalen Wealth Management first reported a position in OXY in Q4 2023 and held it in 2 quarters. The position peaked at $1.08M in Q1 2024. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • Whalen Wealth Management reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 16,684 Occidental Petroleum shares in Q2 2024, an estimated $1.08M.
  • Whalen Wealth Management first reported a position in Occidental Petroleum in Q4 2023 and held it in 2 quarters.
  • Whalen Wealth Management's Occidental Petroleum position peaked at $1.08M in Q1 2024.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Whalen Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.