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American Portfolios Advisors’s Occidental Petroleum OXY Stock Holding History

American Portfolios 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
2022
Q3 		$520K Buy
8,463
+719
+9% +$46K 0.02% 631
2022
Q2 		$456K Sell
7,744
-375
-5% -$23K 0.02% 704
2022
Q1 		$461K Buy
8,119
+173
+2% +$7.65K 0.02% 767
2021
Q4 		$230K Buy
7,946
+2,099
+36% +$65.9K 0.01% 1082
2021
Q3 		$173K Buy
5,847
+4,493
+332% +$120K 0.01% 1183
2021
Q2 		$42.4K Buy
1,354
+50
+4% +$1.34K ﹤0.01% 1810
2021
Q1 		$34.7K Buy
1,304
+95
+8% +$2.38K ﹤0.01% 1769
2020
Q4 		$20.9K Sell
1,209
-1,480
-55% -$20.3K ﹤0.01% 1792
2020
Q3 		$26.9K Sell
2,689
-599
-18% -$8.45K ﹤0.01% 1557
2020
Q2 		$60.2K Sell
3,288
-322
-9% -$5.07K ﹤0.01% 1223
2020
Q1 		$41.8K Buy
3,610
+309
+9% +$10.1K ﹤0.01% 1239
2019
Q4 		$136K Buy
3,301
+1,184
+56% +$47.4K 0.01% 902
2019
Q3 		$94.1K Sell
2,117
-1,086
-34% -$51.3K 0.01% 1025
2019
Q2 		$161K Buy
3,203
+697
+28% +$39.2K 0.01% 794
2019
Q1 		$166K Sell
2,506
-4,138
-62% -$273K 0.02% 700
2018
Q4 		$408K Sell
6,644
-3,239
-33% -$228K 0.05% 327
2018
Q3 		$812K Sell
9,883
-1,572
-14% -$127K 0.09% 213
2018
Q2 		$959K Buy
11,455
+6,478
+130% +$517K 0.13% 159
2018
Q1 		$323K Buy
4,977
+306
+7% +$21.4K 0.05% 366
2017
Q4 		$344K Buy
+4,671
New +$317K 0.05% 345

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Portfolios Advisors's OXY Position: Q3 2022 in Review

American Portfolios Advisors increased its Occidental Petroleum (OXY) stake by 9.3% in Q3 2022, buying an estimated $46K and bringing the position to 8,463 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #631.

American Portfolios Advisors first reported a position in OXY in Q4 2017 and has held it in 20 quarters since. The position peaked at $959K in Q2 2018. 1,103 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

  • American Portfolios Advisors held 8,463 shares of Occidental Petroleum worth $520K as of Q3 2022.
  • American Portfolios Advisors bought 719 Occidental Petroleum shares in Q3 2022, an estimated $46K.
  • Occidental Petroleum made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #631 holding.
  • American Portfolios Advisors first reported a position in Occidental Petroleum in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Occidental Petroleum position peaked at $959K in Q2 2018.
  • 1,103 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.