Center for Financial Planning’s Occidental Petroleum OXY Stock Holding History

Center for Financial Planning’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	-400	Closed	-$25K	–	631
2022 Q3	$25K	Hold	400	–	–	0.01%	276
2022 Q2	$24K	Hold	400	–	–	0.01%	284
2022 Q1	$23K	Hold	400	–	–	﹤0.01%	296
2021 Q4	$12K	Sell	400 -76	-16%	-$2.38K	﹤0.01%	357
2021 Q3	$14K	Buy	476 +76	+19%	+$2.03K	﹤0.01%	330
2021 Q2	$13K	Sell	400 -63	-14%	-$1.69K	﹤0.01%	343
2021 Q1	$12K	Hold	463	–	–	﹤0.01%	364
2020 Q4	$8K	Hold	463	–	–	﹤0.01%	364
2020 Q3	$5K	Hold	463	–	–	﹤0.01%	362
2020 Q2	$8K	Hold	463	–	–	﹤0.01%	329
2020 Q1	$5K	Hold	463	–	–	﹤0.01%	415
2019 Q4	$19K	Buy	+463	New	+$18.5K	﹤0.01%	267

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

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

Center for Financial Planning's OXY Position: Q4 2022 in Review

Center for Financial Planning sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 400 shares — an estimated $25K sold.

Center for Financial Planning first reported a position in OXY in Q4 2019 and held it in 12 quarters. The position peaked at $25K in Q3 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

Center for Financial Planning reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
Center for Financial Planning sold 400 Occidental Petroleum shares in Q4 2022, an estimated $25K.
Center for Financial Planning first reported a position in Occidental Petroleum in Q4 2019 and held it in 12 quarters.
Center for Financial Planning's Occidental Petroleum position peaked at $25K in Q3 2022.
1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.