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Clear Perspectives Financial Planning’s Occidental Petroleum OXY Stock Holding History

Clear Perspectives 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
2023
Q1 		$6.93K Hold
111
– – ﹤0.01% 153
2022
Q4 		$6.99K Hold
111
– – ﹤0.01% 166
2022
Q3 		$7K Buy
+111
New +$7.11K ﹤0.01% 159
2021
Q2 		– Sell
-9,300
Closed -$248K – 207
2021
Q1 		$248K Hold
9,300
– – 0.14% 52
2020
Q4 		$161K Buy
+9,300
New +$128K 0.1% 56

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clear Perspectives Financial Planning's OXY Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Occidental Petroleum (OXY) position steady in Q1 2023 at 111 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Clear Perspectives Financial Planning first reported a position in OXY in Q4 2020 and has held it in 5 quarters since. The position peaked at $248K in Q1 2021. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • Clear Perspectives Financial Planning held 111 shares of Occidental Petroleum worth $6.93K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Occidental Petroleum share count unchanged in Q1 2023.
  • Occidental Petroleum made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #153 holding.
  • Clear Perspectives Financial Planning first reported a position in Occidental Petroleum in Q4 2020 and has held it in 5 quarters since.
  • Clear Perspectives Financial Planning's Occidental Petroleum position peaked at $248K in Q1 2021.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.