American Trust’s Occidental Petroleum OXY Stock Holding History

American Trust’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 Q2	–	Sell	-4,070	Closed	-$254K	–	461
2023 Q1	$254K	Buy	4,070 +40	+1%	+$2.48K	0.02%	351
2022 Q4	$254K	Buy	+4,030	New	+$274K	0.02%	345

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

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of New York Mellon New York $544B AUM 28.31% 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

American Trust's OXY Position: Q2 2023 in Review

American Trust sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 4,070 shares — an estimated $254K sold.

American Trust first reported a position in OXY in Q4 2022 and held it in 2 quarters. The position peaked at $254K in Q1 2023. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

American Trust reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
American Trust sold 4,070 Occidental Petroleum shares in Q2 2023, an estimated $254K.
American Trust first reported a position in Occidental Petroleum in Q4 2022 and held it in 2 quarters.
American Trust's Occidental Petroleum position peaked at $254K in Q1 2023.
1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on American Trust's 13F filing for Q2 2023, filed 14 Aug 2023.