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Coppell Advisory Solutions Corp’s Occidental Petroleum OXY Stock Holding History

Coppell Advisory Solutions Corp’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 		– Sell
-704
Closed -$44.3K – 791
2022
Q4 		$44.3K Buy
+704
New +$47.9K 0.02% 354

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State Street
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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
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Coppell Advisory Solutions Corp's OXY Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 704 shares — an estimated $44.3K sold.

Coppell Advisory Solutions Corp first reported a position in OXY in Q4 2022 and held it in 1 quarter. The position peaked at $44.3K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 704 Occidental Petroleum shares in Q1 2023, an estimated $44.3K.
  • Coppell Advisory Solutions Corp first reported a position in Occidental Petroleum in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Occidental Petroleum position peaked at $44.3K in Q4 2022.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.