Crown Wealth Group’s Occidental Petroleum OXY Stock Holding History

Crown Wealth Group’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 Q2	–	Sell	-4,042	Closed	-$229K	–	94
2022 Q1	$229K	Buy	+4,042	New	+$179K	0.16%	84

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Crown Wealth Group's OXY Position: Q2 2022 in Review

Crown Wealth Group sold out of Occidental Petroleum (OXY) in Q2 2022, closing a stake of 4,042 shares — an estimated $229K sold.

Crown Wealth Group first reported a position in OXY in Q1 2022 and held it in 1 quarter. The position peaked at $229K in Q1 2022. 1,051 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

Crown Wealth Group reported no remaining Occidental Petroleum position as of Q2 2022 after selling out during the quarter.
Crown Wealth Group sold 4,042 Occidental Petroleum shares in Q2 2022, an estimated $229K.
Crown Wealth Group first reported a position in Occidental Petroleum in Q1 2022 and held it in 1 quarter.
Crown Wealth Group's Occidental Petroleum position peaked at $229K in Q1 2022.
1,051 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on Crown Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.