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Carolina Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Carolina 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
2023
Q2 		– Sell
-1,098
Closed -$68.5K – 285
2023
Q1 		$68.5K Sell
1,098
-6,725
-86% -$418K 0.04% 94
2022
Q4 		$493K Buy
7,823
+448
+6% +$30.5K 0.31% 38
2022
Q3 		$453K Buy
+7,375
New +$472K 0.36% 30

Other funds holding OXY

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Carolina Wealth Advisors's OXY Position: Q2 2023 in Review

Carolina Wealth Advisors sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 1,098 shares — an estimated $68.5K sold.

Carolina Wealth Advisors first reported a position in OXY in Q3 2022 and held it in 3 quarters. The position peaked at $493K in Q4 2022. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

  • Carolina Wealth Advisors reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 1,098 Occidental Petroleum shares in Q2 2023, an estimated $68.5K.
  • Carolina Wealth Advisors first reported a position in Occidental Petroleum in Q3 2022 and held it in 3 quarters.
  • Carolina Wealth Advisors's Occidental Petroleum position peaked at $493K in Q4 2022.
  • 1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on Carolina Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.