Affiance Financial’s Occidental Petroleum OXY Stock Holding History

Affiance Financial’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	-66	Closed	-$4.16K	–	320
2022 Q4	$4.16K	Buy	+66	New	+$4.5K	﹤0.01%	347

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Affiance Financial's OXY Position: Q1 2023 in Review

Affiance Financial sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 66 shares — an estimated $4.16K sold.

Affiance Financial first reported a position in OXY in Q4 2022 and held it in 1 quarter. The position peaked at $4.16K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

Affiance Financial reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 66 Occidental Petroleum shares in Q1 2023, an estimated $4.16K.
Affiance Financial first reported a position in Occidental Petroleum in Q4 2022 and held it in 1 quarter.
Affiance Financial's Occidental Petroleum position peaked at $4.16K in Q4 2022.
1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.