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Advanced Asset Management Advisors’s Occidental Petroleum OXY Stock Holding History

Advanced Asset Management 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
2023
Q1 		– Sell
-90
Closed -$5.67K – 190
2022
Q4 		$5.67K Buy
+90
New +$6.13K ﹤0.01% 185
2019
Q2 		– Sell
-24,110
Closed -$1.6M – 99
2019
Q1 		$1.6M Hold
24,110
– – 0.57% 47
2018
Q4 		$1.48M Buy
24,110
+410
+2% +$28.8K 0.47% 51
2018
Q3 		$1.95M Buy
23,700
+4,590
+24% +$371K 0.71% 24
2018
Q2 		$1.6M Buy
+19,110
New +$1.53M 0.52% 40

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advanced Asset Management Advisors's OXY Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 90 shares — an estimated $5.67K sold.

Advanced Asset Management Advisors first reported a position in OXY in Q2 2018 and held it in 5 quarters. The position peaked at $1.95M in Q3 2018. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • Advanced Asset Management Advisors reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 90 Occidental Petroleum shares in Q1 2023, an estimated $5.67K.
  • Advanced Asset Management Advisors first reported a position in Occidental Petroleum in Q2 2018 and held it in 5 quarters.
  • Advanced Asset Management Advisors's Occidental Petroleum position peaked at $1.95M in Q3 2018.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.