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AmeriServ Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

AmeriServ Wealth 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
Q4 		– Sell
-6,500
Closed -$399K – 48
2022
Q3 		$399K Hold
6,500
– – 0.88% 30
2022
Q2 		$383K Hold
6,500
– – 0.9% 30
2022
Q1 		$369K Buy
+6,500
New +$287K 0.27% 49

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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
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

AmeriServ Wealth Advisors's OXY Position: Q4 2022 in Review

AmeriServ Wealth Advisors sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 6,500 shares — an estimated $399K sold.

AmeriServ Wealth Advisors first reported a position in OXY in Q1 2022 and held it in 3 quarters. The position peaked at $399K in Q3 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

  • AmeriServ Wealth Advisors reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 6,500 Occidental Petroleum shares in Q4 2022, an estimated $399K.
  • AmeriServ Wealth Advisors first reported a position in Occidental Petroleum in Q1 2022 and held it in 3 quarters.
  • AmeriServ Wealth Advisors's Occidental Petroleum position peaked at $399K in Q3 2022.
  • 1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on AmeriServ Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.