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Cornerstone Management’s Occidental Petroleum OXY Stock Holding History

Cornerstone Management’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
-300
Closed -$18.7K – 186
2023
Q1 		$18.7K Hold
300
– – ﹤0.01% 137
2022
Q4 		$18.9K Hold
300
– – 0.01% 134
2022
Q3 		$18.4K Hold
300
– – 0.01% 139
2022
Q2 		$17.7K Hold
300
– – ﹤0.01% 147
2022
Q1 		$17K Hold
300
– – ﹤0.01% 160
2021
Q4 		$8.7K Buy
+300
New +$9.41K ﹤0.01% 157

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
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

Cornerstone Management's OXY Position: Q2 2023 in Review

Cornerstone Management sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 300 shares — an estimated $18.7K sold.

Cornerstone Management first reported a position in OXY in Q4 2021 and held it in 6 quarters. The position peaked at $18.9K in Q4 2022. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

  • Cornerstone Management reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
  • Cornerstone Management sold 300 Occidental Petroleum shares in Q2 2023, an estimated $18.7K.
  • Cornerstone Management first reported a position in Occidental Petroleum in Q4 2021 and held it in 6 quarters.
  • Cornerstone Management's Occidental Petroleum position peaked at $18.9K in Q4 2022.
  • 1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on Cornerstone Management's 13F filing for Q2 2023, filed 10 Aug 2023.